Tom Dugandzic, RICP - Northwestern Mutual

Tom Dugandzic, RICP - Northwestern Mutual "To provide clarity within your financial plan that provides a peace of mind." We work with busy and successful individuals/families all over the country.

We have found that many of our clients don’t know if they're doing all the right things at the right time. They have many questions, and often times don't know what decision is best for them. Through our planning, we help people make more confident decisions so they feel more prepared for their future. This way, they can enjoy spending more time with their family, friends, and doing the things they love.

Just before Christmas, our team was able to put together a massive charcuterie board and spend some time as a group away...
01/07/2026

Just before Christmas, our team was able to put together a massive charcuterie board and spend some time as a group away from the office. Thanks to Simon's cheese, I think we were able to get about 20 different types of cheese.

Hope everyone is having a great start to 2026!

🌟 Join Our Team of Forward-Thinking Financial Planners! 🌟Are you growth-minded and seeking more control over your calend...
11/11/2025

🌟 Join Our Team of Forward-Thinking Financial Planners! 🌟

Are you growth-minded and seeking more control over your calendar and a compensation structure that rewards your performance?

Our team is committed to empowering advisors in our office with the tools and support needed to excel in the ever-evolving financial landscape.

Why Join Us?

βœ… Growth Opportunities: We foster an environment that champions personal and professional development.

βœ… Flexible Scheduling: Enjoy the autonomy to manage your calendar and create a work-life balance that suits you.

βœ… Performance-Based Compensation: Your success is our priority. Earn based on your achievements and contributions.

πŸ”— Interested? Reach out to me directly and I'll be happy to discuss the opportunity.

Please join in welcoming Kyle Wallace to our Nova Wealth Partners team! Kyle is married to Haley and they have a corgi n...
08/27/2025

Please join in welcoming Kyle Wallace to our Nova Wealth Partners team! Kyle is married to Haley and they have a corgi named Gerald. Kyle is originally from Missouri but calls Northeast WI home. Going forward, Kyle will be helping build out financial plans for clients and will be a great point of contact for financial planning items.

Welcome Kyle!!

A few team members were able to play in a golf outing supporting families with Cystic Fibrosis (CF). Our firm also happe...
06/12/2025

A few team members were able to play in a golf outing supporting families with Cystic Fibrosis (CF). Our firm also happened to be the tent sponsor for the event!

If you'd like to learn more about CF or support our area locally, click here: https://breathoflifefndn.org/

Chief Investment Officer Brent Schutte looks at what recently announced tariffs mean for the economy and why the Fed may...
04/08/2025

Chief Investment Officer Brent Schutte looks at what recently announced tariffs mean for the economy and why the Fed may stay on the sidelines.

Investors face ongoing volatility as Trump's tariffs and the Fed's cautious approach create economic headwinds.

Congrats to all of the M4's out there! Whether it’s managing student loan debt or looking at disability insurance option...
03/21/2025

Congrats to all of the M4's out there! Whether it’s managing student loan debt or looking at disability insurance options, make a plan so you can feel confident in your future. Our team works with physicians all over the country, regardless of where you matched, reach out if you have questions as residency begins over the coming months!

Last week was our Regional meeting where spent some time in Colorado. One of our very own Appleton advisors, Kyle Bouche...
02/18/2025

Last week was our Regional meeting where spent some time in Colorado. One of our very own Appleton advisors, Kyle Boucher, gave a presentation on what it takes to grow a financial planning practice. Kyle was #2 in the country in New Clients this past calendar year. In addition, we celebrated Will Kleiber being a top 10 intern in the calendar year and will be joining the firm full time upon graduation in May.

Merry Christmas from Nova Wealth Partners!! Hope you have a wonderful and safe holiday week.
12/24/2024

Merry Christmas from Nova Wealth Partners!! Hope you have a wonderful and safe holiday week.

This statistic blew our mind. If you are a baby boomer and looking at retiring, reach out to us for an introductory call...
12/05/2024

This statistic blew our mind. If you are a baby boomer and looking at retiring, reach out to us for an introductory call!

Recently, our team was at Sundara Spa for a team retreat. We spent time reflecting on the last 12 months, looking ahead ...
11/25/2024

Recently, our team was at Sundara Spa for a team retreat. We spent time reflecting on the last 12 months, looking ahead into 2025, and just having some high quality time outside the office.

If you're a client of our firm, thank you for your continued trust in us!

Address

4620 N Ballard Road
Appleton, WI
54913

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