Capital Stewardship Partners

Our Mission

As our client's trusted financial partner, we tailor comprehensive strategies
to help them accumulate, preserve and distribute wealth to achieve their
financial objectives.

Security and peace of mind are at the heart of what most people strive for financially. Managing wealth can be a daunting task with multiple and complex financial issues that we face every year. We believe that wealth management, at its core, is about growing, protecting, and most importantly, stewarding your resources. For over 20 years, we have partnered with our clients as they accumulate and invest capital, create retirement income, and plan for the distribution of their estates (according to their values and goals) all in a tax efficient manner.

All too often financial and investment decisions are made in a vacuum or on a whim; which in turn can ultimately create more financial stress and uncertainty. Greater financial security can be achieved when decisions are made through the lens of a well thought out, values-based planning approach. We understand complex financial issues and how they may impact you. Therefore, our commitment is to understand you, in your own uniqueness, so that we may know how to best help you manage your money as you manage your life.

Mike Mayernick


The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Have you taken steps to help protect your income and lifestyle?

You insure your home, your car and even your cellphone. What about your income and lifestyle? Whether you work part or full time, your income is worth protecting. And if you stay at home, the value of the work you do is worth protecting, too. Read now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck