Pioneer Financial at Northwestern Mutual provides financial services to high net worth and emerging high net worth individuals, families and business enterprises. Pioneer Financial’s team of 17 associates and staff serve clients nationwide from their Park Avenue office in New York City. Kevin R. Luchetta, Stephen A. Schwartz and James L. DiNardo are wealth-management advisors and Certified Financial PlannerTM practitioners. The practice is focused on assisting clients through comprehensive financial planning that includes asset management, retirement funding, risk management, estate preservation and distribution.
Growing To Serve You Better
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients, empowering us to build an enduring firm that will serve future generations.
Do You Want to Pay Less Tax?
There are generally three places you can give your money—family, charity, or the IRS. The goal of tax planning should be to make sure you give most of it to the first two.
The Path to Lasting Impact: Strategies for Purposeful Giving
In addition to being entrusted with your most valuable assets, financial advisors are equipped to deploy resources to support philanthropic priorities by recognizing tax-efficient giving strategies, exploring charitable giving vehicles, and identifying opportunities for maximum impact.
Investment Strategies for a Low-Growth EconomyÂ
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
