About Northern Way

INTEGRITY, CARE, SERVICE

The Northern Way

At our core, we are guided by two fundamental philosophies. First and foremost, we are a small, independent boutique firm dedicated to serving your best interests. Secondly, we employ a proprietary process to help set your financial GPS and navigate your unique financial journey.

We infuse consistency and authenticity into everything we do. Our commitment is to provide you with the highest quality experience every step of the way, united in our efforts to deliver exceptional service.

We are committed to discovering your dreams and concerns and creating a confident route to help you embark on your ideal retirement journey. Genuinely being there for you is a responsibility that we take very seriously. It is our honor to serve you as you transition into and through the golden years you have worked so hard to enjoy.

Want to learn more?

THE NORTHERN WAY EXPERIENCE

How We Work

At Northern Way, we pride ourselves on providing exceptional value to our clients by offering a range of benefits that are specifically tailored to meet our client’s needs and objectives. We simplify complex financial concepts to make them more relatable to our clients, ensuring that they fully understand the strategies we recommend.

Our proprietary process is designed to provide a clear roadmap to financial success, ensuring that our clients stay on course throughout their journey. We believe that by offering these benefits, we can provide greater value to our clients and help them achieve financial peace of mind.

STEP 1

Get Your Bearings

During our foundational meeting, our primary focus is to gain a deep understanding of who you are, where you currently stand financially, and where you aspire to be in your dream retirement. This initial meeting serves as a crucial starting point, allowing us to gather our bearings and develop a comprehensive plan tailored to your unique needs and goals.

STEP 2

GPS in Hand

Get a clear view of your financial picture and identify specific areas where adjustments can be made to help you reach your desired destination. By the end of our session, you will have greater clarity and understanding of your financial roadmap, empowering you to make informed decisions about your future. With this information in hand, you can decide if you’re ready to proceed with us and allow our team to prepare a customized route to help guide you towards a confident retirement.

STEP 3

Your Route Is Clear

During your visit, we will present you with a personalized route that is designed to guide you toward a confident retirement. This customized plan takes into account your unique needs, goals, and risk tolerance, ensuring that you have a clear path toward achieving your financial objectives. Our team is committed to providing you with the support and guidance needed to navigate the complexities of retirement planning, helping you to feel secure in your financial future.

STEP 4

Enjoy the Journey

Once your personalized route has been set, we work with you to finalize and celebrate the destination you have chosen. From there, our team remains by your side, providing ongoing support and guidance as you navigate the complexities of retirement. Whether you need help with investment decisions, tax planning, or other financial matters, we are always here to offer the expertise and assistance you need to achieve your goals and enjoy a confident retirement.

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Our Team

Meet Our Founder

Founder and financial planner

Jere Smith, CFP®

Jere Smith is the founder of Northern Way Wealth Management. Serving individuals, families and privately owned businesses, he helps people create a plan using his trademarked process ‘The Northern Way Retirement GPSTM’. Jere is passionate about helping others find their route to their dream retirement. Growing up on a dairy farm Jere experienced first-hand what it was like to see his parents and grandparents struggle around money and knows the inherent value of hard work. This created a fire within to learn all he could on understanding everything around finances so that other families don’t have to struggle.

As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter®, two of the most esteemed designations in the industry along with over a decade of experience as a Financial Planner, Jere is dedicated to educating his clients into and through their retirement. While Northern Way is based in Wausau, Wisconsin; Jere also serves clients in multiple states.

When you're guided by gratitude and knowledge, anything is possible.

Jere Smith, CFP

Northern Way Founder

WE LOOK FORWARD TO HEARING FROM YOU

Contact Us

At Northern Way, we are thrilled to help you set your unique Northern Way Retirement GPS™ in motion today.

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