Matt Lueder

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®

Experience

1. President & Wealth Management Advisor

   Mila Wealth Management

   Apr 2024 — Present · Milwaukee, WI, US

   As President & Chief Strategy Officer of Mila Wealth Management, I understand my clients’ dreams for the future and architect strong financial plans to bridge clients from where they are today to where they hope to be in the future. Ultimately, I strive to help my clients to live life fully. As a team, we have a unique culture that balances continual growth with authenticity. We hold ourselves to the highest standards of excellence while also creating space for realness. Our clients bring a similar sense of ambition and honesty. They know they can trust us with their full selves, no matter how messy life feels. We believe holistic financial planning considers the entire picture of a client’s life. When we meet a new client, we take time to get to know them from both a financial and personal perspective. Because we combine a high-level sense of purpose with technical, detail-oriented expertise, our clients have faith in us to protect and grow their wealth, regardless of what life throws their way.

Education

• University of Wisconsin-Whitewater

  Bachelor of Science (B.S.), Communications

  1996 — 2000

Skills

• Talent Management
• People Development
• Life Insurance
• Talent Developer
• Finance
• Public Speaking
• Estate Planning
• Variable Annuities
• Asset Protection
• Mutual Funds
• Lifelong Learning
• Customer Service
• Bond Markets
• Cap
• Chfc
• Management
• Strategic Planning
• Recruiting
• Retirement Planning
• Group Insurance
• Aep
• Group Benefit Plans
• Financial Services
• Education Funding
• Clf
• Money Market Accounts
• Insurance
• Long Term Business Planning
• Financial Planning
• Stock Market
• Problem Solving
• Business Planning
• Investments
• Retirement Benefits
• Retirement Income Strategies
• Sales
• Investment Strategies
• Trust Services
• Business Development
• Risk Assessment