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®) and Chartered Financial Consultant (ChFC®) designations. 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. He 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:

READ MORE


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 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.

The primary purpose of permanent life insurance is to provide a death benefit. Using cash values to supplement your retirement income will reduce benefits and may affect other aspects of your plan.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Scott Gajda, CLU®, ChFC®
Wealth Management Advisor


Pathway Wealth Management and Insurance Services

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

 

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