Echelon Wealth Strategies
Mission Statement:
We empower and energize our clients to achieve financial security and live their lives by design, not by default. Our planning process begins with an in-depth discovery process, followed by a tailored plan blending best in class investment and insurance solutions.
Our Team has an extensive background working with successful individuals and business owners. We collaborate with our clients to create a strong financial future that will allow them to worry less about their portfolios and live their best life.
Kurt Bogseth Featured on Forbes.com
See Kurt's insight about the value of annuities in this article on Forbes.com.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
- AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.