Our Mission

As our client's trusted financial partner, we tailor comprehensive strategies to help them accumulate, preserve and distribute wealth to achieve their financial objectives.

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Security and peace of mind are at the heart of what most people strive for financially. Managing wealth can be a daunting task with multiple and complex financial issues that we face every year. We believe that wealth management, at its core, is about growing, protecting, and most importantly, stewarding your resources. For over 20 years, we have partnered with our clients as they accumulate and invest capital, create retirement income, and plan for the distribution of their estates (according to their values and goals) all in a tax efficient manner.

All too often financial and investment decisions are made in a vacuum or on a whim; which in turn can ultimately create more financial stress and uncertainty. Greater financial security can be achieved when decisions are made through the lens of a well thought out, values-based planning approach. We understand complex financial issues and how they may impact you. Therefore, our commitment is to understand you, in your own uniqueness, so that we may know how to best help you manage your money as you manage your life.

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Mike Mayernick

Arthur M Mayernick II, CFP®
Wealth Management Advisor


Capital Stewardship Partners

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck