Weilert Wunderlick Financial

Estate Strategies Group (ESG) is a division of the Northwestern Mutual Wealth Management Company® Milwaukee WI that offers estate planning services to individuals, businesses, partnerships, trusts and estates. The services offered by Tom Weilert through ESG generally involve a variety of advisory services regarding the management of financial resources of our clients based upon an analysis of individual client needs, including estate planning needs, wealth transfer, business succession, and charitable planning.

Whatever your estate planning needs, Weilert Wunderlick Financial can help in all phases of the process. For more information, please click on the links below:

• Our Approach to Planning
• Trust Services

Weilert Wunderlick’s Mission

“Our mission is to provide a multigenerational approach to our clients to integrate insurance and investments to help them achieve financial security for this generation and future generations."

In the News

Tom Weilert featured in Wall Street Journal
APRIL 9, 2012 - "How to Create a Pension (With a Few Catches)"
In a recent Wall Street Journal article about 'longevity insurance' and baby boomers, Tom Weilert and one of his clients are featured for their use of Northwestern Mutual's select deferred income annuity to plan for retirement and help create a personal pension with stability and certainty.

Click here to read the article.
 

Tom Weilert featured in Someday Rich
Someday Rich: Planning for Sustainable Tomorrows Today, a novel by financial professionals Timothy Noonan and Matt Smith, discusses the importance of a long-term, engaging relationship between client and advisor.

In an interview with the authors, Tom walks through real-life examples of helping his clients effectively understand and protect against disability risk, as well as preparing for long-term care events.

To read the exerpt, please click here.
 

Kiplinger Article: Life Insurance Begins at Age 50  Read the article in which Tom's client, Stan Beal, is quoted.

Tom Weilert was recently quoted in a SmartMoney Magazine article on Lifestyle and finances for empty nesters.

Physician Resource Center

Tom Weilert works extensively with Physicians and Dentists on their financial wellness, including Disability Insurance with a Medical Occupation Definition. Tom suggests the following articles:

• Tough Question: What if You Became Disabled?

• The Business Need for Disability Insurance

• Disability Insurance for Physicans and Dentists

For more articles, click here.
 

Northwestern Mutual's Mission Statement

"The ambition of The Northwestern has been less to be large than to be safe; its aim is to rank first in benefits to policyowners rather than first in size.  Valuing quality above quantity, it has preferred to secure its business under certain salutary restrictions and limitations rather than to write a much larger business at the possible sacrifice of those valuable points which have made The Northwestern pre-eminently the policyowner's Company." 

More than a century later, this is still a promise we uphold. 
 

Steve Forbes and John Schlifske on "The New Normal and Post-Recession Trends"

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske.  The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total.  In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation. 

For more thoughts on these and other business topics, visit the Northwestern Mutual Resource Center of the Forbes.com Fact & Comment page.

Market Commentary

Click here to read Emmett Wright's Economic Commentary.

Recognition

Northwestern Mutual has recognized Tom Weilert for the following:

• Top 2% of sales force for 28 years
• One of only 28 top insurance and investment producers
• Past President of the Financial Representative Association - 
  Tom Weilert, CLU, ChFC served as president of Northwestern Mutual’s Financial Representatives Association, an organization of over 7000 financial representatives that is dedicated to continuing and strengthening the preeminent policyowner values historically provided by the company.