Jarret V. Wandrei, CFP®, CLU®
Wealth Management Advisor


Wandrei, Mathews & Associates

Plan for Your Future Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes clarity, sound decision-making, and strategic financial planning.

At Wandrei, Mathews & Associates, our desire is to help you gain clarity with your vision so that, together, we can create a path towards achieving it.  How do we do this?  We will first seek to understand your current personal and financial circumstances and your goals for the future.  We will then do more than just determine a planning solution.  At Wandrei, Mathews & Associates, we will build a strategy that is right for you.  Together, we will work to develop a personalized financial plan that balances your short-term actions with your long-term goals.

Our team of professionals is dedicated to helping you feel secure about your financial future and we are committed to providing you outstanding guidance and client service along the way.

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.

How We Stress-Test Northwestern Mutual

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

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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