“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett After spending over two decades on the institutional investment side of the financial industry, I felt compelled to begin the next chapter of my professional career with a company that understands the value of comprehensive financial planning. Over the years, I observed Northwestern Mutual’s transformation from ”The Quiet Company” into a multifaceted wealth management platform that tailors to its clients’ diverse financial planning and investment needs. At McGill Junge Wealth Management, we position ourselves at the center of our clients’ financial lives, we partner with them during the wealth accumulation phase of their lives in order for them to experience a worry-free, enjoyable retirement during the distribution phase. The relationships we cultivate with our clients are founded on the basis of mutual trust, collaboration and the confidence that our team will anticipate and execute all the major and minor details of your comprehensive financial plan. Whether you are navigating your financial planning journey at age 45 or 65, we have walked a mile in your shoes - and know what tools and strategies to implement along the way. If I can help you or someone you know, please contact me: 515-777-3837 or ross.junge@nm.comSpecialties: Wealth Management | Comprehensive Financial Planning | Investment Management | Portfolio Management | Charitable Planning | Retirement Solutions | Asset + Income Protection | Business Planning | Retirement StrategiesDesignations & Licenses: CFA® | RICP® | Series 7, 63
Listed skills include Investment Management, Investment Strategies, Alternative Investments, Fixed Income Analysis, and 45 others.