Omni Wealth Management, Northwestern Mutual
Financial Services - Boston, Massachusetts, United States
Omni Wealth Management, Northwestern Mutual Employees
Katina Schultz
Executive Assistant for the office of Nick Shultz and Sam Laorenza
Omni Wealth Management, Northwestern Mutual Details
"Someone's sitting in the shade today because someone planted a tree a long time ago." -Warren BuffettWe believe this summarizes the importance of financial planning. We help our clients achieve their most important life and legacy goals. Although these goals are different for everyone, with 20+ years of helping families with their planning, we've found it is important for most families to:* Educate their children and grandchildren* Retire with a lifestyle they will enjoy, without worrying about money* Pass on their financial legacy to their family and/or charity, organization or educational institution they care most about We have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning. And many people have worked with advisors that helped with part of their financial picture, but they have lacked a true partner at the center of their financial life. A partner that understands their family's values and aligns all aspects of their financial world with those values.Our goal is to be that partner.
