Salus Wealth Partners

Nurturing wealth, preserving prosperity

Team Photo

 

It all starts with a conversation...

Not about one thing, but rather, about everything. Whether we are doing comprehensive planning or addressing a particular area of concern, financial planning is an interdependent puzzle of wealth (investments) and risk (insurance).  Without consideration of someone’s entire financial situation, recommendations regarding specific elements of planning are diluted, at best, if not dubious. It's because of these conversations that we are able guide our clients towards financial independence through thoughtful and intentional planning and implementation.

Financial Planning: The key to reaching your money goals.

Think of financial planning like a roadmap — a guide that helps you meet financial goals and celebrate life’s milestones (like getting married or sending your kids to college). Whether you’re buying your first home or planning for retirement, here’s what a financial plan can do for you.

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Insurance Protection Strategies

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

These brief articles shed light on different stages of financial planning.