Wealth Accumulation

For many of our clients working to build a strong balance sheet, the investment and planning strategies required can get sophisticated fairly quickly. Between brokerage and retirement accounts, investment strategies and executive compensation, it's easy to feel a little lost and overwhelmed. That's why we simplify our engagement into three easy steps.

  1. After brainstorming together, we collaborate to develop a living, breathing financial plan that reflects your vision, goals and values. This plan will set our heading as a team, but will maintain flexibility as we make changes together over time.
  2. Our team will design and coordinate the most innovative, proactive investment, tax and financial planning strategies to help ensure that your actions align with your vision and goals.
  3. We will execute, review and refine your plan together to help create a solid financial foundation that creates growth for your future without limiting your freedom today.

At Sturges Financial Group, our clients trust us to manage the what, when and how, so they can enjoy the why.

If our team can be a resource to your or someone you care about, please call our office or get in touch at this link.

Luke T. Sturges, CFP®, ChFC®, RICP®
Wealth Management Advisor

Sturges Financial Group


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