Mission

"To provide you with an exclusively tailored plan, that assures options at every stage of life, along your path to financial security."


Holistic Financial Planning

Scott Gajda is a seasoned Wealth Management Advisor who provides holistic financial guidance to his clients. He holds Chartered Life Underwriter (CLU®) designation. Scott specializes in managing tax-efficient wealth accumulation, preservation, and succession strategies. Scott tailors each financial plan to achieve the individual financial goals of his clients, and is dedicated to taking care of his clients and the people they care about most.

With over 20 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, Scott often partners with successful attorneys, CPAs, C-level executives, and affluent families to help steer them toward financial success. Scott also collaborates with fellow advisors to educate clients on wealth management strategies and solutions.


Resources for Business Owners and Entrepreneurs

Scott Gajda works with business owners to take advantage of unique investment opportunities in all facets of their business, from Business Risk Management to Employee Benefits Planning to Business Succession Planning.

Articles Featuring Scott Gajda:

Recommended Articles:

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Resources for Attorneys and CPAs

  • Stay informed with our latest Market Commentaries.
  • Take advantage of  Northwestern Mutual's Advanced Planning Library.

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


New State-Of-The-Art Process for Retirement Planning

Utilizing Northwestern Mutual's innovative and patent-pending retirement income planning process, Scott Gajda helps his clients develop and implement a complete, customized retirement plan that helps to optimize their income and manage their risk throughout their life.

 

Scott Gajda, CLU®
Wealth Management Advisor


Pathway Wealth Management and Insurance Services

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck