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Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Wesley Paterson comes in. As your Wealth Management Advisor, Wesley will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Let Wesley Patterson help you ensure your financial future is all you want it to be.
Mission Statement
To develop a financial planning practice based on uncompromising values, a commitment to partnering with clients to accomplish their goals, giving back to the community and remaining grounded in the things that are most important to life.
Steve Forbes and John Schlifske on
“Econo-ME: Redefining the Rules of Financial Security”
Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske shared their perspectives on the economy, the markets, and how individuals and business owners must redefine the rules of financial security during times of market volatility. The event was part of a three day, six-city tour and saw over 3,500 attendees. The Birmingham event, which took place at The Club, had 500 in attendance.
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