Joy Wealth Management
Lindsey J Swenson
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
GUIDING YOU TO FIND JOY IN YOUR FINANCIAL JOURNEY
Joy Wealth Management
Our mission is to honor God and serve our clients by educating and empowering them to make decisions of lasting financial impact.
We work with clients across the United States because of our drive to do the right thing in every situation, make it easy for clients to work with us, and make their financial planning experience a positive one. As a true master of our craft, we take the complex and make it simple. We communicate in a way that is easy to understand. We analyze each account or policy a client has to decide what should be kept, what isn’t needed anymore, and what could be improved upon. We listen and follow-through on what our clients need because we care deeply about the trust, they have placed in us. We celebrate when they reach milestones and embrace Northwestern Mutual’s motto of “Spend Your Life Living” by encouraging everyone to live each day intentionally.
Our Values
Be Intentional. Don’t live life by default. Whatever you do, do it on purpose. This goes for everything in life personally, professionally, and financially.
Be Positive. In every situation, you can find good and bad. It is a choice. Choose to see the good.
Go the Extra Mile. Going the extra step takes work but is worth it every time. Our team is highly educated, constantly striving to learn more, and will put in the extra effort to make sure things are done correctly in the end.
Take a Long-Term View. Are the actions you’re taking today going to benefit you 10 minutes from now as well as 10 months or 10 years? We hope to be your family’s Financial Planning team for life and are driven by relationships not transactions.
Teamwork. It takes a village to raise a child, but also get through life successfully. Our team works together behind the scenes to fulfill promises to clients. We also work with CPAs, attorneys and other client advisors.
Our primary objective is to establish enduring and trustworthy connections with our clients. We accomplish this through effective communication, education, and motivation to help our clients attain a consistent lifetime of financial independence based on their aspirations.
Client Testimonial
I had a life changing event leading me to need professional advice with organizing my finances. I was referred to Lindsey Swenson at Northwestern Mutual, by my estate planner. When I met with Lindsey she immediately put my concerns at ease with her warm and welcoming smile. Lindsey is professional and very efficient in answering my questions and helping me to manage my finances. Lindsey shows genuine interest in not only in my financial well-being but in my over all life well-being. Lindsey coordinated my finances to establish a plan to balance my present and future financial needs, allowing me to take an early retirement. I fully trust and respect Lindsey and her team to continue to manage my finances for life, my life.
Client Testimonial
My experience with Northwestern Mutual with Lindsey Swenson and Sam Theobald has been very fruitful yet comforting. I had been considering retiring for a few years but felt uncomfortable actually facing the decision and pulling the trigger. My wife and I met with several different financial advisors to get their opinion as they reviewed our financial situation. It wasn't until we met with Sam and Lindsey that we got a very clear picture of what retirement would look like for us. They detailed a financial schedule for us like no other consultant. After meeting with them, we could finally predict a year by year financial outline that we were comfortable with. After understanding the future outline, Lindsey told me one day "You are going to retire on this day. And, this is what the first year looks like, and the second year, and the third year, and so on - very detailed! And this is what you are going to be able to do - travel, spend more time with your kids, have some fun hobbies, and do these things without worrying about where the money is coming from. You will have this budget and it will take care of you. And you can feel at ease that your kids will be taken care of too." I can't tell you how amazing my wife and I felt that day as we left their office. We went out to dinner and celebrated. But it took them actually telling us, in a very detailed fashion - 'This is what you are going to do', for us to believe that it was actually possible.
Client Testimonial
My husband and I started working with Lindsey and the Joy Wealth Management team several years ago. Working with her and her team has been such a wonderful experience. She started by asking us what was important to us in terms of our finances, our life goals and our retirement plans and then worked closely with us to put a financial plan in place to support those goals. I can honestly say, this is the first time a financial advisor asked us about our life goals and helped us to understand how our finances could support those goals! Lindsey does a great job of explaining things and provides an outline that helps you see very clearly where you are on track, where you are off track, and how to make the adjustments necessary to achieve your goals. Lindsey is an outstanding professional whose entire team is kind, caring and responsive. I would highly recommend Lindsey and the team at Joy Wealth Management!
Client Testimonial
My wife and I are so grateful for all of the help we have received from Lindsey Swenson and her team over the many years that we have worked with them. During the initial stages of our relationship, they took the time to understand not only our personal financial goals and objectives, but also what was important to us in our personal lives. Their ability to help us understand where we are at financially and how to achieve our current goals during retirement and establish a financial legacy plan has been more helpful than we can express. Knowing that Lindsey and her team understand our plans and goals has given my wife and I great comfort that should something happen to either of us there are people we trust and can turn to for future support. Based upon their excellent and personalized service we would highly recommend Lindsey and her team to anyone seeking assistance in their financial planning and management.
Client Testimonial
We've had the privilege of working with Sam and Lindsey for many years now. My wife and I each own our own business and have 2 children which requires a lot of planning and communication. Thankfully, Sam and Lindsey are so organized and knowledgeable that it allows us to be on track for our current and future goals. Their expertise from financial planning, 401k planning, life insurance and so much more gives us peace of mind that our family and our business, are in the right hands. They are always available to answer our questions and spend time to ensure we have everything needed to be successful. They are simply the best around!
Client Testimonial
I am bold enough to share, I got a "D" in college accounting and had zero desire to balance any spreadsheet, but I have always loved the color green in money and being 'balanced'. Upon college graduation 15 years ago, I landed my first Big Girl Job... which came with a lot more responsibility but also a lot more money. To this day, the 23-year-old me and the 38-year-old me still really like the color green, both in money and balance, but Lindsey truly helped me unlock what it means to be balanced. A few years ago, I was considering a job change - a career that I had loved and lived for, and my world revolved around. One of my goals was to live with a better alignment to my purpose and priorities while making sure my future goals (like getting that lake place and RV) wouldn't be compromised. Lindsey helped me feel more confident about my financial situation than I had ever felt but also gave me the courage to take a leap I deeply desired. I highly recommend Lindsay and the Joy team for so many reasons - if it's not for them I would still be almost failing at my personal balance sheet!
Client Testimonial
Dear Lindsey, Vicki and I want to thank you for all you and your team have done and continue to do to help us with our wealth management plan. We have every confidence that you will always help us do what's in our best interest. Andrea O'Rourke has been a great addition to your team and Ryan O'Connor does an amazing job. His customer service is fantastic. Lindsey, it is so nice to know that we can always count on you and your team!!
Lending a hand in our community
As part of Northwestern Mutual, we're encouraged to make a difference in our community. We enjoy taking the time for team bonding while supporting these great causes.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Feeding South Dakota
The mission of Feeding South Dakota is to eliminate hunger in South Dakota. Each week Feeding South Dakota serves 10,114 families through their mobile food distributions and 3,422 Backpacks to children at school. We have had the pleasure volunteering on multiple occasions to support this program.
Kilts for Kids Team Member
Benefitting Ronald McDonald House Charities of South Dakota Kilts for Kids is a friendly fundraising competition between volunteer teams that helps support the mission of the Ronald McDonald House, to provide home-like comfort, care, and compassion for families with children receiving medical care. Kilt-wearing team members engage in peer-to-peer requests and community events to generate funds and awareness of RMHC South Dakota. Lindsey had the pleasure being involved in the 12th Annual Kilts for Kids event this year. The 5 teams raised $200,000 altogether for the local Ronald Mcdonald Houses.
