Nick Shultz, CFP®, RICP®, ChFC®, CLTC®
Wealth Management Advisor

Omni Wealth Management

Northwestern Mutual's approach to the coronavirus (COVID-19)
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"Someone's sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett

                  At Omni Wealth Management we help people live life on their own terms.

We help our clients achieve their most important life and legacy goals. Although these goals are different for everyone, with more than 20 years of helping families with their planning, we've found it is important for most families to:

  • Educate their children and grandchildren
  • Retire with a lifestyle they will enjoy, without worrying about money
  • Pass on their financial legacy to their family and/or charity, organization, or educational institution they care most about

We have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning. And many people have worked with advisors that helped with part of their financial picture, but they have lacked a true partner at the center of their financial life. A partner that understands their family's values and aligns all aspects of their financial world with those values.

Our goal is to be that partner.

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.


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