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The Northern Way

We are built on a strong foundation that believes in hard work, service to others, and an authentic approach to always educating our clients along their retirement journey. Our team is aligned, on three core values of Integrity, Care & Service.

Integrity

Consistency & authenticity is weaved into everything we do as a team. We are united in giving you the highest quality experience every step of the way.

Care

What matters to you is so important to us. We want to discover your dreams and your concerns and ensure a confident route to get you on your ideal retirement journey.

Service

Genuinely being there for you is something we take seriously as a team. It is an honor to be able to serve you into and through these golden years you have worked so hard to enjoy.

Jere Smith Wealth Advisor

Jere Smith

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 Charted 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.

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Full Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. Northern Way Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.


This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Northern Way Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.


Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.