Our Services

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.

My husband and I found Jere Smith through a retirement class he offered at our local university. We were both considering retirement but struggling with the complexities of moving into the next stage of life. Retirement is so much more than having enough income throughout your life. Jere explained his bucket approach to retirement examining and monitoring income, investments, taxes, health insurance, and legacy. Jere and his staff helped us every step of the way through our journey. We have no regrets trusting Jere and his staff with our investment and retirement planning.

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.

We were introduced to Northern Way by attending workshops that Jere taught specific to social security and retirement. After meeting with him, we became more aware of financial issues beyond investment, including tax and estate planning, that needed to be addressed as we had recently retired. We realized it would be beneficial to team with Northern Way, and found Jere and his team to be supportive and knowledgeable in areas that were important to 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.

We had our retirement investments with a large National investment firm that was poor in communicating with us, located outside of the State, and generally didn’t follow through on their claims to provide comprehensive retirements services. As we looked to find another retirement resource, we attended a 2-day workshop at the local Technical College led by Jere Smith with Northern Way Wealth Management. We had concerns about whether we saved enough for retirement, taxes, healthcare needs, and when we could retire comfortably. Since we had multiple 401k’s, IRA’s and investments, Jere examined our retirement timeline and put together a plan we were comfortable with. What really sets Northern Way apart was the personal Journey meeting in a local office. We have regular review meetings to make sure our retirement is tracked correctly and to review if we need to make any changes. Northern Way also assisted us with a firm setting up a Revocable Living Trust that has brought us to a piece of mind that our finances were in order.

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.

We met Jere at a seminar he held at NTC in Wausau. He was very impressive so we booked an appointment with him. Towards the end of our meeting and going over our finances I asked Jere "I don't know you from Adam, tell me about you. So he went on to tell us about his family and his previous work experience. I knew then he was the guy for us. In this volatile market he has been able to maintain our retirement savings for us. We highly recommend Jere and his staff if you are looking for help.

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.