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.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

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