My Mission

"My mission is to be the catalyst to assist my clients in achieving their financial security."

Scott Schwertfeger
Wealth Management Advisor

Close up of woman in deli with two workers in background

The Road to Financial Security

Scott Schwertfeger realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

Scott Schwertfeger acknowledges and appreciates that no two clients are alike, so his first priority always is a conversation. Scott’s goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, he continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.

Learn more about Scott Schwertfeger and his team and how they can serve you.

The Fight Against Childhood Cancer Comes to Milwaukee

Scott Schwertfeger is a proud participant in Northwestern Mutual’s philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease.

Partnering with Starlight Children’s Foundation, The Schwertfeger Group & The Holter Financial Group, in conjunction with the Northwestern Mutual Foundation, donated three Fun Center mobile entertainment units to Children’s Hospital of Wisconsin in November. Whether hospitalized children are awaiting surgery or sitting restlessly during treatment, Fun Centers help them cope by providing endless hours of fun and distraction.

Children’s Hospital of Wisconsin will have access to the Northwestern Mutual Alex’s Lemonade Stand Foundation Family Travel Fund. Designed to help relieve some of the financial burden that families often encounter, the Family Travel Fund offers assistance to families who need to travel for childhood cancer treatment at select medical institutions across the country.

Finding Cures for Childhood Cancer

Scott Schwertfeger and Northwestern Mutual of North Shore Milwaukee sponsored Hole #1 in the "I Back Jack" Golf Outing. "I Back Jack" is a non-profit organization, working to find cures for neuroblastoma, which typically affects infants and children.

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

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