#financial #representative #northwestern #mutual
INTEGRATED | PROACTIVE | PERSONALIZED // WEALTH MANAGEMENT
Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families.
Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you.
Pictured from left: Michael S. Schwartz, Kevin R. Luchetta, Stephen A. Schwartz, Paul D. Tortorella, James L. DiNardo
2016 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 – (414) 271-1444.
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Pioneer Financial refers to a team of Northwestern Mutual representatives Michael Schwartz, James L. DiNardo, Kevin Luchetta, Stephen Schwartz and Paul Tortorella (Representatives). Pioneer Financial is a marketing name only and is not a registered investment adviser, federal savings bank, subsidiary or any other type of legal entity. Michael Schwartz, James L. DiNardo, Kevin Luchetta, Stephen Schwartz and Paul Tortorella are not in a legal partnership with each or other representatives who use the Pioneer Financial name. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Michael Schwartz, James L. DiNardo, Kevin Luchetta, Steven Schwartz and Paul Tortorella are each: (a) representatives of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (investment management, trust services, fee-based financial planning), an NM subsidiary and a limited purpose federal savings bank; (b) insurance agents of NM; (c) representatives of Northwestern Long Term Case Company, an NM subsidiary; and (d) registered representatives of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org ) and SIPC (www.sipc.org ). Representatives may also be Investment Adviser Representatives of NMIS.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Representatives. Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Investments held with or managed by NMWMC are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by NMWMC or its affiliates and are subject to investment risks, including loss of the principal.
Michael Schwartz, James L. DiNardo, Kevin Luchetta, Stephen Schwartz and Paul Tortorella are primarily licensed in New York and may be licensed in other states.
James L. DiNardo CA Lic # 0F4747
Michael Schwartz AR Lic # 444300, CA Lic # 0H02771
Stephen Schwartz CA Lic # 0G74170
Kevin Luchetta CA Lic # 0D03788
* Jennifer Strahl is Director of Insurance Services. Jennifer is employed by the Representatives and is not an officer or director of NMWMC, NM or any other NM subsidiary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP . CERTIFIED FINANCIAL PLANNER TM and CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board s initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL ) designation is conferred by The American College of Financial Services.