Plan for your future now.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes clarity, sound decision-making, and strategic financial planning.

At Wandrei, Mathews & Associates, our desire is to help you gain clarity with your vision so that, together, we can create a path towards achieving it.  How do we do this?  We will first seek to understand your current personal and financial circumstances and your goals for the future.  We will then do more than just determine a planning solution.  At Wandrei, Mathews & Associates, we will build a strategy that is right for you.  Together, we will work to develop a personalized financial plan that balances your short-term actions with your long-term goals.

Our team of professionals is dedicated to helping you feel secure about your financial future and we are committed to providing you outstanding guidance and client service along the way.

We're top ranked by Forbes

Forbes has recognized Jarret Wandrei as one of the top wealth advisors in Indiana.  Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Jarret Wandrei Forbes

 Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking 
provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual 
(NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its 
advisors do, however, pay marketing fees to these organizations to promote the rating or 
ranking(s). Rankings and recognitions are no guarantee of future investment success

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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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