Our Clients

Our clients are free to invest their time and energy in their most important priorities because they have confidence that our team is advocating on their behalf. 

If you find yourself in one of the seasons of life below, we'd love to discuss how we might be able to be a resource.

Emerging Affluent

These professionals have a proactive mindset that appreciates our forward thinking approach. They are leaders in their organizations and in their communities. They are ambitious and have a bold vision for their future. They likely have executive compensation that makes their planning a bit more sophisticated.

Retiring Professional

These professionals have worked hard and saved well. They are approaching or already in a season of life where they no longer need to work, even though many choose to still engage in some professional endeavor. They've likely worked with an advisor in some capacity, but are really looking for someone that can quarterback the details of their distribution planning.

 

If our team can be a resource to your or someone you care about, please call our office or get in touch at this link.

Luke T. Sturges, CFP®, ChFC®, RICP®
Wealth Management Advisor


Sturges Financial Group

 

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