Matthew S Wunder : Northwestern Mutual

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Matthew S Wunder, CLU^®, CFP^®
Wealth Management Advisor

285 Riverside Ave
Ste 200
Westport, CT 06880-4800

Phone: 203-659-4010

Fax: 212-214-0988

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Plan For Your Future Now

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be but saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. People often make financial decisions in a vacuum, irrespective of how the decisions materially factor into their long-term goals and plans. That is where our model is so unique.

Life's complexities leave little room for "standard" approaches, so Matthew and his team utilize the following approach:

Get to Know You – Before we can offer solutions, we need to get to know you. An initial conversation will focus on your wants and your needs – what you want for your family and what you are currently doing. It's about bringing to light what is most important to you and making sure you're on the right path.
Analyze Your Needs – When assessing your needs, we will compare your existing financial picture with your future financial goals. We will prepare an integrated financial plan pulling together all of the financial interrelationships that exist between insurance, education, retirement, your portfolio and your estate. Together we will determine cause and effect relationships tied to the strategy of your plan so you will know and understand what you may need to do differently and why.
Identify Solutions – Once we've gathered the necessary information and presented you with your plan, we will provide you with a variety of options to help you decide on the solutions that best fit your needs and fulfill your goals. These solutions will include an analysis of the risks involved.
Keep in Touch – Because your situation and your needs will inevitably change, Wunder Financial Group will establish a schedule to stay in touch, monitoring the progress of your goals outlined in your plan and updating them based on feedback we get from you.

Matthew and his team provide quality service to a variety of clients in the Metro NY area, throughout the United States and internationally. The relationship we establish with you enables us to offer the solutions you need to make the right choices. It is a partnership you can rely on when making the most important decisions of your life, both now and in the future.

In the News

Ed Zore Northwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.

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Northwestern Mutual Again "America's Most Admired" in FORTUNE Survey
For the 24th year, Northwestern Mutual has been named "America's Most Admired" in FORTUNE magazine's annual survey. Click here to learn more.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

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2010 Annual Report

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Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Wunder Financial is a marketing name for Matthew S Wunder and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Matthew S Wunder is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 285 Riverside Ave Ste 200, Westport, CT 06880-4800, 203-221-5200, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Bender Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Matthew S Wunder is primarily licensed in Connecticut and may be licensed in other states.

CA License: #0D11756

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Wunder Financial