Quantum Wealth Management

Team

(Standing, left to right) Mike Johnson, Megan Williams, Christopher Koon, Mark Schuchardt, Joe Loewenstein, Kyle LaRocca
(Sitting, left to right) Joe Schulz, Meggen Illingworth

Our Mission

At Quantum Wealth Management, we inspire people to maximize their potential and serve as a catalyst for financial security.

Our professional services are especially valuable to individuals planning for retirement, corporate executives, physicians, high net worth families, and business owners. We align your actions with your objectives to address the complexities of wealth accumulation, tax mitigation, asset protection, and legacy planning.

We initiate our relationship with an in-depth understanding of your current financial position to develop a plan that outlines the needed resources to accomplish what is most important to you over your lifetime. We challenge our clients to discover a vision for their future that they may have not realized and utilize our almost 28 years of experience to define what success means to you.  Our disciplined approach organizes the optimum combination of offensive and defensive strategies designed to help reduce fear of the unknown and improve the probability of reaching your goals.

On an ongoing basis, our team monitors your progress and adjusts your planning based on your changing priorities. When you understand where you are going and how to get there, you have greater confidence that you can live the life you want, on your terms.


 

Continuing Education

In order to best provide comprehensive plans, I have prioritized continuing education and completed multiple courses to earn accredidation.  See my Professional Background for more details.

Client Testimonials

Read what my clients are saying about me.

 


Planning for Financial Security

Learn how you can achieve your goals with our comprehensive approach to personalized financial planning.

 


Increase Your Probability of Success in Retirement

One-third of Americans don't believe they will be financially prepared to live to age 85. This video highlights Northwestern Mutual's unique approach to retirement income planning and how it can give clients a greater level of confidence that their money will last their lifetime.

Mark D Schuchardt, CFP®, WMCP®, ChFC®, RICP®, AEP®
Wealth Management Advisor


Quantum Wealth Management

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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