Bringing Your Financial Picture Into Focus

Our team of trusted financial professionals take a holistic approach to planning for financial security.

We leverage over 28 years of experience to provide our clients with trusted guidance. We believe in making the financial planning process an exciting and educational one for your family & future generation.

"Life moves fast. We help your finances keep pace."

-Mike Bartenhagen

 


Engagement, Strength & Trust

These are the pillars of our wealth management practice.

 

We take a modern approach to client engagement.

We meet you where you are and look around the corner to help you anticipate where you are going.  We then put a plan in place so that you will be ready when you get there.


We listen to your story, ask the right questions & clarify your goals.

We take the pieces of your financial life and through our planning, fit them together to create a picture that brings your dreams into focus.

We partner with you for the long-term and build upon our relationships with your family and generations to come. We add value through each encounter by providing ongoing guidance – and leverage technology to stay connected.

Our goal is to provide financial insights during each review so that we host the meeting that you don’t want to miss.


Our strength is in our team.

 

It takes a team of experts to manage a comprehensive financial relationship.  Let our group of professionals partner with you to provide specific market insights and targeted financial guidance.

Our team takes the time to fully understand your goals.  We gather the information you share and review it through multiple lenses of expertise.  Each of our team members is specialized in a different area of our practice.  When each of the pieces of our team come together, the result is your holistic financial picture.

Time is valuable.  We leverage technology to ensure that our time together is productive & efficient.  We utilize virtual meetings so that you have access to the appropriate team members –  from anywhere. 

Our relationship is an ongoing working partnership. As the picture of your life changes, we will be here to help you refocus. And no team will work harder for you.


Your trust is in our experience.

Highest Ratings Awarded graphic

Mike and his team of associates bring over 26 years of experience to the planning process – backed by Northwestern Mutual's 161 years of strength in the financial services industry.  Our company also boasts the highest financial strength ratings awarded to any life insurer by all four of the major rating agencies.

Some of our credentials, registrations and licenses include: 

It is our team, our process & the company that backs us up which provides the confidence that we will get you to and through retirement.


 

 

Michael E Bartenhagen, CLU®, ChFC®, CLTC
Wealth Management Advisor


Envision Financial

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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5 Ways to Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. VIEW NOW

 

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