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.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6185B1fvWB

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/31/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.

See how much youth sports and activities really cost and how to budget for them.

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s hig...
08/26/2026

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s higher rate environment could make fixed income worth another look for investors.

Higher yields have changed the bond market. Here’s what investors should know.

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6188B1sRtY

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, co...
08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this articl...
08/19/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started.

Talking about money with friends and relatives can be hard, but the benefits are proven. Here’s how to get started.

The question isn't whether interest rates are high today—it's whether your financial plan is built to last for the long ...
08/18/2026

The question isn't whether interest rates are high today—it's whether your financial plan is built to last for the long term. Whole life insurance plays a role that short-term instruments simply can't. Reach out and let's explore whether it belongs in your plan.

Whole life insurance is built for the long term—here's why higher interest rates don't change its value in your financial plan.

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. H...
08/17/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potentia...
08/15/2026

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential.

Make the most of every dollar so you have more to use in your financial plan.

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidenc...
08/14/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

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