Sweeten Wealth Management (SWM) clients--individuals, families, and business owners--receive custom tailored investment portfolios based on their unique financial situations. Portfolios are designed using the research of Fama/French Multi-Factor Models and Markowtiz's Modern Portfolio Theory. SWM focuses on expanding the number of asset classes within portfolios using low-cost investments. Clients feel empowered because they become educated via meetings, seminars, webinars, and web meetings. Other areas usually reviewed include expense reduction, insurance, liability exposure, estate planning, cash flow management, education planning, disability, long-term care, asset allocation, income tax planning, retirement needs analysis, social security, distribution rules and legacy goals.
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I am a former preschool special education teacher turned financial representative. I am a very honest and caring person and I believe that sets me apart from many financial representatives. I partner with a great team at Northwestern Mutual, which is one of the top 4 Independent Investment Broker-Dealers in the U.S. I’d love to review your goals and current financial plan for free. My team and I will come up with a plan designed just for you (and your family if applicable). I offer this service for free in order to grow my network. Even if you don’t become a client of mine maybe you will introduce me to someone who will. If you become a client we meet about every 6-12 months, or more frequently if you prefer, to update your plan based on life changes. Please reach out with any questions. I look forward to hearing from you!
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Preparing You to Live the Life You Deserve!. At Wismar we know each client is unique. We also know that they are looking for someone they can trust and build a relationship with by listening to their needs and building them custom financial solutions. If you are ready to work with someone that will not only listen but will provide suggestions and opportunities that will help build and grow your net worth and estate value, please contact us!
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
