Forrester Wealth Management

Boutique Financial Planning

& Wealth Management

"Financial success doesn't happen by chance; it happens by choice. Transforming aspirations into actuality takes hard work, discipline, and strategic financial planning."

Led by a distinct brother/sister financial planning partnership, Forrester Wealth Management fosters a culture of collaboration and growth. With vast and diversified experience in the fields of wealth management and financial planning, the support team is here to help secure your future, solve your complex needs and encourage your best financial life. The continuous pursuit of excellence is built into the fabric of who Katherine and Michael are. Embodying this spirit, the team's mission is to serve, assist and grow with you as you gain clarity and build security.

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Recent News:

As Seen in Fortune, Forbes & Bloomberg Businessweek

Backed by Lengendary Company, Client-Driven Financial Team Serves Holistic Needs 

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Katherine and Michael visit the Rivers Network Office in Louisville, KY

Katherine and Michael were honored to be guest speakers at the Rivers Network Office in Louisville, KY. Not only did they enjoy a break from the Minnesota winter, they were delighted to receive custom Louisville Sluggers from Managing Partner, Dan Rivers, and his team (pictured below).

 

Katherine Forrester sits down with New York Times bestselling author Harvey Mackay

Katherine enjoyed visiting with Harvey Mackay, author of the New York Times #1 bestsellers Swim With The Sharks Without Being Eaten Alive & Beware the Naked Man Who Offers You His Shirt. Both books are among the top 15 inspirational business books of all time, according to the New York Times.

Katherine Forrester Schneewind, CLU®, ChFC®
Wealth Management Advisor


Forrester Wealth Management

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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