Matthew Gwartz
Wealth Management Advisor
About me
As a passionate wealth management advisor and financial planner, I specialize in helping individuals and families achieve their financial goals through tailored financial strategies and comprehensive planning. I am committed to providing transparent and trustworthy advice, ensuring my clients feel confident and secure in their financial decisions.
With 15 years in the sports industry, I provide expert advice in offensive and defensive strategies in retirement planning, investment and tax strategies. I pride myself on offering personalized solutions that align with each client's unique needs and aspirations. My approach is grounded in building long-term relationships and empowering clients through financial education.
Throughout my career, I have been recognized for my dedication and results-driven strategies, including being invited to attend the prestigious Trailblazer Academy (2024) and Fastrack Academy (2025). I am continually seeking opportunities to expand my knowledge and stay ahead of industry trends to deliver exceptional service.
Outside of work, I enjoy spending time with my wife, Tshering and 3.5 years old son, Kalvin. I am passionate about traveling, golfing and eating spicy foods.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
