Freeing Americans from Financial Anxiety

You want to build wealth and plan your financial future with confidence, fully supported by a trusted partner who can guide you along the way. This is why Sheldon McGrath and his team were founded. Since 2020, through holistic financial planning and a high standard of care, we’ve helped individuals and business owners live lives free of financial stress.

Team McGrath maintains a practice affiliated with Northwestern Mutual that offers a broad suite of services. We design highly individualized comprehensive financial plans that are tailored to the unique needs of both you and your family. Through integrated planning, we show you the big picture of how insurance and investments fit together as part of an overall financial plan.

These integrated plans are developed with wealth management top of mind, and encompass estate planning, tax efficiency, retirement planning, and risk mitigation strategies. Since we believe clients should be active participants in the process, we also educate them on the financial industry and wealth management best practices.

Investment Management is Not Planning

There are four key strategies you can implement with money – protect, grow, distribute, and transfer. Many people assume that all financial advisors do the same thing – manage money. While this is true of many advisors in the financial services industry, our holistic planning approach is unique in that it addresses all four areas as we focus on achieving our clients’ most important goals at every life stage.

What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning. Many firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.

Already Working with an Advisor?

Our clients are busy, smart, and financially responsible. Many have “checked all the boxes” along the way and there isn’t necessarily anything that’s “broken.” However, we can often find ways to complement the planning that is already being done through innovative thinking and strategic integration of strategies that other firms simply may not be familiar with or have access to. Our goal is to enhance, not replace, the financial planning that is currently in place by serving one specific role on your financial team.

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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