Northern Way Wealth Management - Wausau, Wisconsin

Northern Way Wealth Management

Northern Way Wealth Management is a highly regarded financial planning firm located at 311 Financial Way #220, Wausau, WI 54401. The company specializes in providing comprehensive financial planning services to help clients achieve their long-term financial goals. With a strong focus on personalized service and customized solutions, Northern Way Wealth Management has earned a reputation for excellence in the financial planning industry.

The firm offers a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management. Their team of experienced financial professionals works closely with clients to develop tailored financial strategies that align with their unique needs and objectives.

One of the key strengths of Northern Way Wealth Management is their commitment to client education and transparency. They take the time to explain complex financial concepts in an easy-to-understand manner, empowering clients to make informed decisions about their financial future. The firm also prioritizes open communication and regular updates to keep clients informed about their financial progress.

In addition to their comprehensive services, Northern Way Wealth Management offers several convenient options for clients. They provide online appointment scheduling, making it easy for clients to meet with their financial advisor at a time that works best for them. The firm's office is also equipped with wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that all clients can access their services with ease.

With a strong reputation and a commitment to client success, Northern Way Wealth Management is well-positioned to help individuals and families achieve their financial goals. Whether you're looking to plan for retirement, grow your investments, or protect your assets, this experienced team can provide the guidance and support you need to navigate the complex world of personal finance.

Address: 311 Financial Way #220, Wausau, WI 54401
Phone: 155514181
Website: northernwaywm.com
Specialties: Financial planner
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

👍 Reviews of Northern Way Wealth Management

Kevin L.

5/5

My introduction to Northern Way Wealth Management was a three day class regarding investing for retirement. Jere was a great presenter and made the sessions fun while being extremely educational. I learned far more than expected. I then decided to work with Northern Way exclusively. After sharing our financial situation, expectations, risk tolerant, etc. Jere put together a plan with options I never knew even existed! It has been over 5 years now and I am very happy with the results, even through COVID! I no longer panic as I did when the markets are volatile. Their responsiveness and professionalism is beyond compare.
I highly recommend Jere and the entire Northern Way staff and wish I would have found him sooner!

ann C.

5/5

Jere has been a steady and trustworthy guide throughout my financial journey. He takes the time to understand not just the numbers, but my goals, values, and what matters to me.
Jere's depth of knowledge and clear explanations have helped me feel confident and informed. We meet every 6 months for a check in but I know I can call any time.
Jere goes above and beyond and brings his clients together throughout the year and hosts 'Empowering Events" which are educational programs. His upcoming session on "Protecting Seniors from Fraud" is just one example of how he goes beyond financial planning. He is committed to education, safety, and building a strong informed community.
He also has a monthly newsletter which shares news, local interests, amd his personal insights. The most recent was titled, "Whats Happening in the Markets".
I really appreciate that I receive a weekly investment summary every Sunday letting me know how my portfolio is doing.
I am grateful for Jere's expertise, integrity, and the care he brings to each encounter. He is a trusted guide. I feel confident, informed and supported every step of the way.
If you are looking for a financial planner, Jere Smith is the one for you.He is so much more than just numbers. He is a trusted advisor, a teacher, and someone who truly cares about your future.
Ann C.

Stacey S.

5/5

We are so glad we made the decision to finally get a financial advisor and more so that we went with Jere and everyone at Northern Way. We put it off for a long time and our only regret is not getting started a little earlier. Northern Way came up with a plan specific to us. There were so many things we were not aware of, pitfalls and opportunities. We are very grateful for the peace of mind having very knowledgeable and trustworthy people working for our benefit brings us. Truly we have no regrets about going with Northern Way and have only good things to say about our experience with them.

Kurt J.

5/5

Northern Way Wealth Management has given us a road map for our investments and a road map for our retirement years. We meet as needed to fine tune our lifestyle and financial goals. We would recommend them as a great tool to guide your future financial goals and needs for the road ahead. Not planning ahead is planning to fail in your next phases of life.

rick W.

5/5

We have found the good people at Northern Way Wealth Management to be attentive, informative, helpful, timely, detailed, understanding, and patient.
They truly seem to have our best interests at heart and sincerely care. We have zero regrets having them manage our retirement. We give NWWM our highest recommendations.

Sally

5/5

They have helped educate me on my retirement planning and been patient and professional in answering my questions. Jere and his team have given me peace of mind in my retirement finances.

Steve E.

5/5

Great deal of knowledge on how to best enjoy your retirement experience through expert planning and advice.

Myron S.

5/5

Nothing more to say. Jere is pleasant and listens to your thoughts. Highly recommend!