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7 Events That Increase Your Need for Life Insurance
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A Squared Wealth Management
Andy T. Albrecht
Wealth Management Advisor|MSFS, CFP®, ChFC®, CLU®, RICP®
Define and achieve your vision through a disciplined financial planning process.
A Squared Wealth Management is a boutique firm within Northwestern Mutual. We specialize in wealth accumulation and distribution planning.
We partner with Northwestern Mutual Wealth Management’s investment team, resources, and advanced planning attorneys to care for our clients and their families.
Define and achieve your vision through a disciplined financial planning process.
Create financial security, together, one connection at a time.
Integrity Diligence Family Balance
Who We Serve
Our practice is built to serve 100 families and equity shareholders, doing multi-generational wealth planning across the country.
Whether you are ready to retire, or are actively building your wealth, our practice is here to guide you in defining and achieving your vision through a disciplined financial planning process.
- Our process starts with an initial introductory call to determine if our team or one of our strategic partners would be a good fit as your wealth management advisor.
- Next, we will have a discovery meeting, allowing you to learn more about us and for us to better understand your unique vision.
- The final step would be an evaluation meeting, where we will present our observations and findings and make planning recommendations.
If it makes sense for us to guide you in achieving your vision, we have an ongoing planning process to ensure we keep you on track for your most important goals.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4