Gary S Wolfe, MBA, CPA, LUTCF®, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

Welcome

Vision and Solutions.

We are ordinary people living in extraordinary times, confronted with extraordinary demands and responsibilities. We are often faced with situational priorities that prevent us from effectively stepping back and taking a proper look at where we stand relative to where we want to be. Regardless of their profession, successful people are always busy because they usually have the ability to "hyper-task" effectively and manage an enormous amount of competing, multidisciplinary tasks. They are consumed by the responsibility of their personal and professional success and have a tendancy to neglect the very reason for which they work so hard: to enjoy and provide lifelong financial security and confidence for themselves and their families.

Gary S. Wolfe, MBA, CPA, LUTCF, CLU, ChFC, CLTC, AEP, RICP proactive approach employs the use of investment and insurance products in support of his clients' Business and Estate Planning Goals. He and his support staff serve an elite clientele of professionals, closely-held businesses, and affluent individuals and families throughout the United States. He specializes in working in cooperation with specialists and the clients' professional advisors to offer solutions that help fund their investment, retirement, college education, business succession, executive benefits, and estate preservation goals.

Gary S. Wolfe is dedicated to "simplifying the complexities of his clients' financial concerns". Because he begins with the end in mind, Gary helps his clients turn vague generalities into meaningful specifics in developing innovative solutions that help them achieve and realize their goals. By analyzing clients' needs through in-depth fact-finding and needs analysis, followed by implementing product solutions and conducting periodic reviews, he and his staff focus on serving each client's unique financial needs as their lives progressively evolve.

Through extensive experience since 1987 of managing a successful client services practice, I have discovered that my best clients have 4 things in common:

1. They  value a relationship with an expert who can understand, educate, and support them, and more importantly, stays in touch as their situation evolves, personally and professionally.

2. They expect a sensible methodology and process that helps identify and quantify needs, goals, and solutions as well as keeps them on track.

3. They want to know that there is a dependable support team in place as well as specialists and professionals they can call on when needed.

4. They respect quality and want to employ world class products and solutions for their financial needs, whether for accumulation of wealth, protection of their family or business interests, or the preservation of their wealth and legacy.

Gary S. Wolfe values the rewards of his clients' efforts and sacrifice and focuses on helping them keep, enjoy, and transfer their legacy.

Northwestern Mutual

Gary S. Wolfe provides you with access to a nationwide network of Representatives, Advisors and Specialists who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What's paramount is to have a flexible approach with complementary solutions. I strive to call on the full capabilities of the Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

 

My Mission

"I enjoy building enduring relationships with my clients (comprised of individuals and small business owners) by helping them achieve financial security for themselves and their loved ones, by doing a complete and thoroughly professional job with the utmost integrity!

 By offering innovative solutions using world class life insurance and internationally recognized investment products, I work with a Network of Specialists to assist my clients with their life insurance needs, children´s college funding and retirement solutions as well as estate accumulation and distribution throughout a lifetime of changing financial security needs!"

— Gary S. Wolfe, MBA, CPA, LUTCF, CLU, ChFC, CLTC, AEP

Northwestern Mutual News

Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

Click here to learn more.

 

Physicians Nationwide

Gary Wolfe is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

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.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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

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