Make Retirement More Enjoyable Through Smart Financial Planning

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SIMPLE AND RELIABLE

Your Journey Starts Now

Life is about creating memories, experiences, and moments with the ones who matter most to you. That’s why we’ve dedicated Northern Way to helping pre- and post-retirees, and healthcare professionals address their time doing what they love — like enjoying life.

WHY WE'RE DIFFERENT

Relatable Financial Advice

As a member of the Northern Way client community, you enjoy a financial planning process that helps put your retirement in motion. We work together to build lasting income and wealth for the retirement season of life.

Our GPS process helps to instill confidence and keep our clients on track to achieving their financial goals.

We offer personalized service and attention, with like-minded advisors and clients, to ensure that every client receives tailored recommendations that align with their unique needs and objectives

CLIENT TESTIMONIALS

What Our Clients Are Saying About Us

This testimonial has been provided by a client of Northern Way Wealth Management. This client has no conflicts of interest, and no compensation was provided to obtain this testimonial.

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A COMMUNITY OF LIKEMINDED INDIVIDUALS

Who We Serve

Healthcare
Professionals

Healthcare Professionals

We understand that healthcare professionals are built for service, not finances, and have unique needs when it comes to financial planning. With industry changes, burnout, and turnover being common challenges, we address your specific concerns directly, ensuring a secure financial future amidst uncertainty.

Entering
Retirement

Entering Retirement

You are five years from retirement and have always had a plan for life. You’ve worked hard for years, raised your family and are looking for direction about the next stage of life. When you work with Northern Way, you join a community of people who seek to understand your passions and purpose for the future.

Enjoying
Retirement

Enjoying Retirement

The average person lives 20+ years past their working years. Today’s modern retirement is not all rocking chairs and fishing. That’s why Northern Way partners with our clients to help ensure that your retirement saving provides you with the income needed to thrive throughout the next stage of life.

Our Team of Partners

CONCIERGE-LEVEL SERVICES

Stability & Confidence

LIFESTYLE

Income & Tax Planning

Whether you’re postponing income, accelerating deductions, or controlling when income is recognized, there are many ways to minimize your income taxes. This type of planning is an ongoing process, with the ultimate goal to reduce your tax liability and keep more of what you’ve earned.

ASSET STABILITY

Investment Management

At Northern Way, our focus is to help ensure a worry-free retirement. Our well-rounded investment strategy starts by assessing your risk tolerance, making adjustments to reduce fees, and organizing, tracking and testing your plan. Let us guide you toward a secure financial future.

NEXT-GEN WEALTH

Legacy Planning

Are you ready to secure your legacy and safeguard your wealth for generations to come? We help you create a solid plan that covers estate management, tax optimization, charitable giving, and more. It’s never too early to start thinking about the future and securing your loved ones’ financial stability for generations to come.

OPTIMIZE RESOURCES

Healthcare Planning

It’s crucial to plan for health care costs during retirement. But calculating the right amount depends on several factors- your income, age, location, and life expectancy. We assess these and other factors – like Medicare or supplementary plans too. We help you make informed decisions about saving for your future healthcare needs now so you can worry less later.

CLIENT TESTIMONIALS

Read Our Client Testimonials

Feeling insecure because of my ignorance of financial planning and what it entailed, I trepidatiously attended a class hosted by Jere when I was nearing retirement. He presented very helpful information, and I decided to meet with him for a personal consultation. Over a 10-month period, Jere put up with my often-repetitive questions, anxious concerns, and suspicion of hidden fees, before I ever did business with him. He never pressured me but intermittently checked in with a call to see what I was thinking. I so appreciated his patience and willingness to explain “one more time.” During this period, his moral compass also became visible to me, which was critically important. Now, 5 years later, I trust his instincts, and believe he has an authentic concern for my wellbeing. Our review sessions are stimulating - as I think I’ve learned a thing or two - and he’s up for the challenge! 😊

This testimonial has been provided by a client of Northern Way Wealth Management. This client has no conflicts of interest, and no compensation was provided to obtain this testimonial.

I am very pleased with Jere’s team. They are extremely knowledgeable, explain everything in a way that I can understand, they are always available and get back to you in a timely manner. They exceed my expectations and I highly recommend them!

This testimonial has been provided by a client of Northern Way Wealth Management. This client has no conflicts of interest, and no compensation was provided to obtain this testimonial.

Jere met with us as needed to review and update our plans. He also connected us with other resources to help make our early retirement possible.

This testimonial has been provided by a client of Northern Way Wealth Management. This client has no conflicts of interest, and no compensation was provided to obtain this testimonial.

PREPARATION IS KEY TO SUCCESS

Retirement Insights

Jere Smith, CFP®, CF2®

Northern Way Founder

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Join a like-minded community of individuals that have one thing in common – the desire to live their best lives.

Other Ways to Get In Touch

Call Us

(715) 551-4181

Email

clientservices
@northernwaywm.com

@northern-way-wm

Address

311 Financial Way, Ste 220,
Wausau, WI 54401

A reliable path to a successful retirement. It’s the Northern Way.

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