Charles R Wroblewski

With more than a decade of experience in the wealth management and financial planning business at Northwestern Mutual, Charlie Wroblewski has a unique combination of expertise, longevity, and runway to serve clients and their families at a high level for decades to come. His team manages over 450 client relationships, and he continues building that business with a practice based on loyalty and follow-through – a must when he is regularly the first call clients make in the face of major life events.

Thus, offering balanced, pragmatic advice during often emotional times, while focusing on collaboration and long-term goals, is a core tenet of Charlie’s practice. He takes a collaborative and goal-oriented approach to financial planning, focusing on flexibility and control over assets with tax-sensitivity to maximize outcomes. As a CFP professional, he uses his wholistic expertise to build dynamic plans to serve clients throughout all phases of their lives.

Coupling this tailored, personal approach with Northwestern Mutual’s institutional power, we utilize institutional investment management by coordinating asset allocation across mutual funds, exchange-traded funds, and individual stocks. In the alternative space, we have access to a unique suite of private equity, private real estate, and hedge fund opportunities directly through NM and with a variety of third-party relationships. Charlie's practice incorporates investment management in the qualified retirement plan space, as well as the after-tax market. Additionally, we help clients find insurance products with the highest possible financial strength ratings. We have access to the entire industry of such products and hold an exclusive contract to utilize NM’s products, which are widely regarded as the best in the industry. Generally, our work in the risk space focuses on life insurance, long-term care insurance, and annuities.