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

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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