Matt Lueder
President & Wealth Management Advisor at Mila Wealth Management
Based in Milwaukee, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Milwaukee
Industry
Financial Services
Company size
9
Contact information
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m•••••••@monica-sinha.com
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Background
About Matt Lueder
Matt believes success is defined as doing well for yourself, while significance is defined as doing well for others. His mission is to be a catalyst to move people from success to significance.One of the greatest gifts and powers we have as human beings is the power to choose. Every day we have a choice to learn something new. As a lifelong learner, Matt is always striving to grow and get better so that he can lead and serve others better. Matt’s 25-year tenure at Northwestern Mutual has prepared him for the role he is in today as Chief Strategy Officer and Wealth Management Advisor at Mila Wealth Management. Starting as a College Intern, then beginning his own practice as a Financial Advisor, and eventually developing into various leadership positions, including 12.5 years as a Managing Partner responsible for one of 75 Northwestern Mutual firms, Matt has walked in many shoes. These experiences help him lead the team and clients to think bigger than themselves.Our team is committed to providing clients with the ability to align where they are with where they want to be in the future. We specialize in helping clients in their 50s and 60s create and implement an efficient retirement distribution strategy. Our holistic financial planning process quantifies financial capacity so our clients can ‘live life fully.’ Our clients are family-oriented, busy professionals that value delegating their financial planning to our team. Our approach to financial advice is rooted in an expansive knowledge and experience within the field, as well as a belief in a personal relationship with each of his clients.Matt lives in Milwaukee with his wife Molly and their four children. In his free time, Matt loves being at all his children’s sporting events and activities, as well as boating, golfing, and engaging in the community.To learn more about our firm, Mila Wealth Management, visit Leadership + Career Development | Building Relationships + Strong Teams | Identifying + Hiring Top Talent | Financial Recruiting | Career Coaching | Strategic Planning | Professional Mentoring | Intern + Full-Time PlacementProfessional Designations: CLU®, ChFC®, CFP®, CASL®, CLF, CAP, AEP®
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