WELCOME TO NORTHWESTERN MUTUAL - WISE FINANCIAL
Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors. Since beginning with the company in 1999, Mark's growth and leadership led him to develop Wise Financial, his own financial services team within Northwestern Mutual. Wise Financial strives to be one of the most client-focused, tailored, and customized Wealth Management service providers in the country.
The Wise Financial team will work to understand your current personal and financial circumstances and your goals for the future. The Wise Financial team will work to do more than determine a planning solution. The Wise Financial team will build a personalized strategy that is right for you. Together, we all will work to develop a financial plan that balances your short-term actions and strategy with your long-term goals.
We at Wise Financial take a unique approach to our planning process. By using a personalized consultative approach, we utilize the following steps tailored around "YOU", our client:
- Discovery – Determining your vision and goals; identifying financial gaps.
- Personalized Plan – A tailored plan to educate and provide different prospectives about solutions for you; helping to make decisions and closing financial gaps.
- Strategic Action – Implementing the solutions designed to achieve the desired goals and outcomes.
- Results– Reviewing and maintaining the implemented results; assuring confidence that the strategies in place are appropriate.