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


Omni Wealth Management

"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 economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

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

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

 

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