Strategic View Advisors
L to R above: Top row: Edward Moyzes, Sarah Arthur, Alessandra Di Monda, Jeff Hennings,Carol Bates
Bottom row: Chris Hall, Mollie Kaiser, Rhodes Wall, Kennia Litteral, Trevor Driscoll
Strategic View Advisors is a financial planning and wealth management team that partners with their clients to help them Achieve Financial Peace of MindTM. The group, led by CEO Edward Moyzes, operates under the umbrella of Northwestern Mutual Wealth Management Company, which has been in business for the past 162 years.
What is your specialty service?
“Our expertise lies in financial, investment, estate and retirement income planning. That said, what we really offer clients is a team of professionals who are dedicated to helping them Achieve Financial Peace of MindTM. The result of working with us isn’t just a portfolio, a distribution strategy or a game plan for moving assets from one generation to the next, though our clients have all of those things in place. Our specialty is aligning those various parts into a cohesive strategy that connects our clients’ wealth to their values.”
Why do your clients consider you their trusted advisor?
“First and foremost, because we invest so much time into understanding what they care about. There’s an old saying that people don’t care how much you know until they know how much you care. By listening to them and committing to a process that centers on their hopes and dreams, we build lasting trust.”
Did you have a virtual practice in place before the COVID-19 pandemic? Will you continue to utilize it with clients?
“Our team was fully prepared to transition to a fully virtual practice. We already held about 50% of our meetings as web meetings, and our team had all the necessary technology in place at their homes to be fully operational. We didn’t skip a beat. Going forward, we will continue to use a partially virtual, partially in-person meeting structure like we had before COVID-19.”
Why do people need the services that your firm offers?
“Every major study on the subject of personal finance has shown that people who have an advisor have better outcomes than those who don’t. Personal finance isn’t taught in schools, and even if it were, the behavioral component—people are their own worst enemies—would necessitate a partner in the planning process. Our work improves the lives of our clients and future generations.”
What is the #1 piece of advice you offer each client?
“You need to have a plan. That plan has to be flexible enough to adjust to life’s changing circumstances but strong enough to compel you to take the steps necessary to align your wealth with your values. Our clients have written plans that guide our recommendations and their financial decision-making.”
How do you establish credibility with clients?
“First and foremost, we deliver on our promises. When clients are first introduced to our firm, we lay out very clearly what they can expect from us. Then we do those things. It’s not complicated, but it’s surprisingly uncommon. Second, our clients get consistent messaging. Our core philosophies do not shift, and we are aligned across our entire planning and advising teams.”
What are you especially grateful for today?
“Our team. It wouldn’t be possible to provide the advice and support our clients need without the incredible group we’ve assembled. We have five Certified Financial Planners® and have recruited talent from across the industry to ensure our clients get the expertise and broad perspective necessary to feel confident in their planning. As COVID-19 has wreaked havoc in the lives of our clients, our team has risen to the occasion.”
What differentiates your practice from the myriad of other firms out there?
“Our laser focus on our clients being able to Achieve Financial Peace of MindTM. Our industry is full of salespeople pitching products and making things confusing for clients. We’re offering something completely different. By focusing on what our clients want and why they want it, we help them establish clear financial plans and adjust the plans as circumstances change. We provide clients with financial peace of mind, freeing up their emotional energy to invest in the things they value most.”
Disclaimer: Edward Moyzes, Sarah Elizabeth Arthur, Christopher Daniel Hall and Mollie Kaiser use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC (NMIS). Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Edward Moyzes, Sarah Elizabeth Arthur, Christopher Daniel Hall and Mollie Kaiser provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company®; (NMWMC), Milwaukee, WI, a subsidiary of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and a federal savings bank. Edward Moyzes, Sarah Elizabeth Arthur, Christopher Daniel Hall and Mollie Kaiser provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). This is a paid placement.