Lindsey Swenson
Founder and Wealth Management Advisor at Joy Wealth Management | Northwestern Mutual
- Role
- Founder & Wealth Management Advisor at Joy Wealth Management
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Lindsey Swenson
I am a Wealth Management Advisor with Northwestern Mutual Wealth Management Company, through which I work with clients to ensure that they have well thought-out objectives, clear action steps, and a realistic timetable to both achieve their financial goals and protect the people and things they care about most. My credentials include Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™, and Retirement Income Certified Professional. My firm, Joy Wealth Management, specializes in assisting individuals who are approaching or currently in retirement. We focus on investment management and retirement income distribution planning to secure your financial future. During this pivotal stage, we employ a comprehensive planning process to optimize your investment accounts for growth and risk management. Additionally, we integrate various income sources like Life Insurance Cash Values, Social Security, and revenue from businesses, land, or rentals to ensure a well-rounded strategy.Our approach is detailed and analytical, ensuring that all aspects of your financial plan work together efficiently. We aim to maximize your assets\' performance while aligning with your goals for risk management. For more information, feel free to reach out via LinkedIn, email, or visit our website at
Experience
Founder & Wealth Management Advisor
Nov 2022 — Present · Sioux Falls, SD, US
As Founder and Wealth Management Advisor, I created Joy Wealth Management with the ultimate goal of bringing joy and peace to my clients\' financial journeys. My team and I translate complex financial decisions into manageable steps, providing clear plans, practical strategies, and regular reviews with warm, transparent communication. We take a holistic, values-driven approach—aligning investments, risk management, tax coordination, and estate planning with what matters most to you. Our partnership is ongoing: we adapt plans as life changes, celebrate milestones, and give you the confidence to enjoy today while preparing for tomorrow.
Education
Minnesota State Moorhead
Bachelors Degree, Finance, Accounting
2004 — 2008
Skills
- Customer Service
- Finance
- Insurance
- Wealth Management
- Retirement Planning
- Financial Planning
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