Eric Wisotsky - Northwestern Mutual

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Eric Wisotsky - Northwestern Mutual Eric Wisotsky, CLU®, ChFC®, MBA is a Partner and Private Wealth Advisor with BWM Wealth Strategies We work with clients in all phases of life.

BWM Wealth Strategies is a holistic financial planning firm based in Charlotte, North Carolina that specializes in guiding professionals, executives, business owners, retirees, and families through life’s financial transitions. This means that no matter where you are in life, we have the expertise to help you achieve your goals, whatever they may be. Whether paying off student loans, buying a home, growing your family, funding education goals, accumulating wealth, on the eve of retirement, or already retired, we have the capabilities to assist you in accomplishing your goals.

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6184BHrnhu

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
10/15/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings.

While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6187BH8NAh

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financ...
10/14/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with me today.

What financial compatibility really means—and how to talk about it.

You’ve worked hard for your money—don't let fraudsters cheat you out of it.
10/13/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it.

Scammers are smarter than ever—targeting everything from bank accounts to life insurance. Here are eight ways to protect yourself.

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6184BH8ior

Helping your kids with college is a priority—but so is your own retirement. I can help you build a plan that balances bo...
10/10/2026

Helping your kids with college is a priority—but so is your own retirement. I can help you build a plan that balances both. Reach out and let’s talk through your options.

How to prioritize retirement, college savings, and debt paydown without shortchanging your future.

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
10/08/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together.

Use the seasonal shift to revisit budgets, benefits, and tax moves before year-end deadlines.

A mortgage. Kids. A business. A future you've built together. Protecting shared goals is one reason some couples and bus...
10/07/2026

A mortgage. Kids. A business. A future you've built together. Protecting shared goals is one reason some couples and business partners consider joint life insurance. I can show you when it could make sense and how it compares with individual coverage.

Joint life insurance is one policy that covers two people. It can be a good option for couples and business partners.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6189BGLtAR

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