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

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Capital Stewardship Partners

Arthur M Mayernick II, CFP®
Wealth Management Advisor


Capital Stewardship Partners

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.