Letter From Scott:

Indeed, these are challenging times. You and your family and/or business are our top priority. We are fully staffed and ready to help you through whatever the coming weeks and months may bring.

For over 162 years, Northwestern Mutual has navigated up and down economic seasons, even pandemics. They’ve stood strong through it all. Financially, Northwestern Mutual maintains the highest financial strength ratings in the industry*. During times of great turbulence, we encourage you to exercise calm, patience, and stay the course on your long-term financial objectives. This too shall pass.

We are open for business; to set up a call, or video conference to answer questions, update you on what we’re doing currently, or look ahead as we transition to the recovery phase. Please take extra care of yourself and your loved ones during this challenging time.
 

We are stronger together,
Scott J. Sernett
Sernett Wealth Management

 

 Let Us Help You With:


Fee-Based Financial Planning
 


Value-Based Planning
 


 Retirement Planning
 


 Estate Planning
 


 Investment Strategies
 


Risk Management Solutions
 

 

*Northwestern 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), May 2019; Fitch Ratings, AAA (highest), October 2019; Moody's Investors Service, Aaa (highest), September 2019; S&P  Global Ratings, AA+ (second highest), December 2019. Third‐party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

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.

Sernett Wealth Management

Scott J Sernett, CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor


Sernett Wealth Management

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.