Scott R Sweet, J.D., CLU®, CFP®, ChFC®, RICP®

Wealth Management Advisor

"Strategic Wealth & Benefits Planning For the Expected and the Unexpected"

Our Mission

The Sweet team partners with families and businesses to help them achieve and maintain Financial Security. We develop your customized Financial Plan, then implement world-class investment and insurance solutions with continued strategic brainstorming on your behalf as we work together through the years.

 We believe everyone deserves the peace of mind realized through lifelong Financial Security, and it is our mission to offer that at the highest level of ongoing customer service and product quality.

The Planning Process... How We Partner With You

We’ll begin by identifying your goals and making sure we understand what’s important to you, both today and in the future.

Based on our confidential conversations, we’ll build a FREE customized Financial plan that will have recommendations on how best to achieve your financial goals. Together, we’ll implement your strategy and bring it to life with our world-class solutions.

Just as life changes, so will your plan. We’ll meet regularly to help ensure that as your needs evolve so will your financial plan.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck