Chad Greer and Scott Speedy began their financial planning careers with Northwestern Mutual two decades ago. They both found early success and built thriving practices. As the industry evolved and Northwestern Mutual added investment services to its platform, Chad and Scott established wealth-management businesses.
They saw such powerful results independently advising clients that they joined forces and expanded their team. Today, Optimis Wealth's team-based approach delivers an even higher level of service to their clients. Chad Greer is an experienced wealth management advisor who takes a holistic approach to financial planning.
They saw such powerful results independently advising clients that they joined forces and expanded their team. Today, Optimis Wealth's team-based approach delivers an even higher level of service to their clients. Chad Greer is an experienced wealth management advisor who takes a holistic approach to financial planning.
Services
Our wealth management services go above and beyond what you might expect from a financial services provider. Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
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