Eric Wisotsky - Northwestern Mutual

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.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6187B8icaZ

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6183B8V8lW

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6186BB4eBy

If you’re looking to get your kids off on the right financial foot, there’s lots you can do to help—but here’s one new s...
05/15/2026

If you’re looking to get your kids off on the right financial foot, there’s lots you can do to help—but here’s one new savings milestone that parents are putting more focus on.

College is no longer the only savings milestone parents have their eye on today.

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient ...
05/14/2026

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient strategy when it comes to annuities—and all your financial tools.

The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

I’d be happy to show you how a permanent life insurance policy could work for you and your family.
05/13/2026

I’d be happy to show you how a permanent life insurance policy could work for you and your family.

Permanent life insurance pays a death benefit no matter when you die and builds cash value as you pay premiums. Here’s how permanent life insurance policies work.

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor mar...
05/12/2026

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor market, and growing optimism surrounding artificial intelligence. Beneath the surface, however, the U.S. economy has only grown more divided. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest market news and economic data. http://spr.ly/6187BBsJGx

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/12/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.

Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.

Reach out if you’re wondering about how buying an investment property might work within your financial plan.
05/11/2026

Reach out if you’re wondering about how buying an investment property might work within your financial plan.

Buying an investment property is a big decision with a lot of potential pitfalls, so a little knowledge beforehand can go a long way.

If saving for your child’s education is a major goal, I can help you find the college savings options that would work be...
05/08/2026

If saving for your child’s education is a major goal, I can help you find the college savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

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