Gary S Wolfe, MBA, CPA, LUTCF, CLU^®, ChFC^®

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 Wolfe's proactive approach employs the use of investment and insurance products in support of his clients' business and estate 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 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 Wolfe values the rewards of his clients' efforts and sacrifice and focuses on helping them keep, enjoy, and transfer their legacy.

Northwestern Mutual Financial Network

Gary 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 Financial Network, 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

Northwestern Mutual Financial Network News

FORTUNE magazine survey names Northwestern Mutual "America's Most Admired" for unprecedented 25th time
Northwestern Mutual is the only company, in any industry, to have received this recognition every year.

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

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In the News

Northwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.

Click here to play the video.

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).