Jim Schroeter - North Haven Wealth Management

05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

05/13/2026

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Learn key terms for investing, estate planning, buying a home, and more.

04/30/2026

This past Saturday, some members of our office came together to participate in the Ghidorzi Green & Clean. This incredible event brings people of all ages together to help free our beautiful landscape of litter and debris, and we’re proud to have been part of it.
To date, 44.14 tons of trash have been removed, making a lasting impact on our community and environment. It’s an inspiring way to celebrate Earth Day, enjoy the outdoors, and support the place we’re lucky to call home.
Thank you to everyone who volunteered and helped make a difference! 💚♻️

04/22/2026

One of the hardest parts of retirement is simply knowing what risks you’ll face. Connect with me, and I’ll be sure that you’re prepared for whatever comes your way.

04/15/2026

These simple lessons can build a strong financial foundation for your kids and grandkids.

Understanding key financial concepts can help set your child up for success in the future.

04/08/2026

Whole life insurance is not an investment. But let’s take a look at what it can offer as part of your financial plan.

You may question whether whole life insurance is worthwhile. It’s not always right for everyone, but here are some ways it could help your overall financial picture.

04/05/2026

🌷 🐣 Happy Easter from all of us! 🐰 🌼
Wishing you a day filled with joy, renewal, and time spent with those who matter most.

04/01/2026

Let’s help protect your future with long-term disability insurance. Don't let unexpected events derail your finances.

Learn what long-term disability insurance is—including what counts as a short-term vs. long-term disability, what is covered and how you can qualify for benefits.  

03/25/2026

Oops. You missed the tax deadline. Now what?

Learn what happens if you file your taxes a day late, whether there's a penalty for late filing, and what happens if you miss the tax deadline in April.

03/20/2026

We understand recent developments in the Middle East and ongoing tariff uncertainty have created market volatility. Yet the spread of AI’s benefits beyond the tech sector is helping to broaden market leadership. Discover what this means for your portfolio in our latest Asset Allocation Focus.

An economic and market broadening is underway despite short-term volatility from the conflict in the Middle East conflict and tariff uncertainty.