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 continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-r...
06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6181BDwjEF

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6187BDGX5N

Term and permanent life insurance are different tools for different needs. Together we can choose the plan that best mat...
06/11/2026

Term and permanent life insurance are different tools for different needs. Together we can choose the plan that best matches your goals and budget!

Understanding the differences between term life and permanent life insurance options (like whole and universal) can help you pick the best insurance policy.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6188B8LM9g

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.

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