Why The Sanczyk Group?
The Sanczyk Group has been a Top 50 Wealth Management practice at Northwestern Mutual Wealth Management Company for over 25 years. Tom and his team of experts specialize in establishing a financial road map for clients. For over 30 years they have been dedicated to developing enduring relationships by providing expert guidance for a lifetime of financial security.
Why The Sanczyk Group?
The Sanczyk Group has delivered results to its clients and community for over 30 years. We partner with Northwestern Mutual who has delivered results nationally for 166 years.
In 2022 we helped clients achieve the following goals and highlights:
- 110 current retired clients
- 11 clients retired in 2022
- Through various types of accounts and planning, 51 students’ tuitions are currently being funded by parents/grandparents for High School, College, Medical, Law and Graduate schools.
- 10 clients purchased new homes
- 3 clients purchased companies
- 22 Trusts/Endowments managed
- Added and serviced $43 million of new assets under the management of Northwestern Mutual Wealth Management Company.
- 25 New Clients
- 8 death/disability/long term care claims paid.