Charles Bergamo, J.D., ChFC®, CLU®, ChSNC®

Wealth Management Advisor

Mission Statement

To take the challenges faced by my clients in the financial service world and to transform them to opportunities that create safety, wealth and legacy for themselves and the people they love.  This ensures that the clients pass on their assets and legacy to the right people, at the right time and in the correct way.

Unique Approach to Retirement Income Planning

Watch this short video to learn how Northwestern Mutual’s unique approach to retirement income planning can give you a greater level of confidence that the money you’re working so hard to save will last your lifetime.

Beyond One Day at a Time: Planning for Your Future and the Lifetime of a Person with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs. You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care. Whatever your particular situation, having a reliable financial plan is the best way to be sure there will be funds available well into the future for your loved one’s medical care, education, and long-term support, as well as necessities for yourself and/or another caretaker. Click here to learn more about planning for a person with special needs.

The Greatest Gift: A Plan for Long-Term Care

One in five Americans is currently providing long-term care to a loved one. This video highlights the physical, emotional and financial toll providing long-term care can take and why it's important to plan in advance for this type of care.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck