My Mission is to deliver comprehensive financial planning that is both unique to your situation, but that can also be adjusted as time moves forward and circumstances change. I begin by building a foundation for your plan, and executing on that plan. From then, I annually review your progress and commitment to your plan, and make adjustments as needed when milestones are reached or your circumstances have changed, such as the gift of having a child, or finally making that promotion at work. As your trusted advisor, I am committed to serving you throughout your life, and always being a valuable part of your financial plan.
My Process is simple. I begin by evaluating what is important to you and the goals that you want to reach, whether it be debt free by 50, traveling during retirement, or paying for your child to attend the college of his or her dreams. Building the plan comes next. First, I make sure risk is minimized, by maintaining a proper cash position, and ensuring that proper insurance coverage is in place. Following this foundation, I then begin the process of making your goals a reality, utilizing a wide range of investment, annuity, and retirement options. My job is to then help ensure your assets are distributed at the proper time to you based on your plan. By doing all of these, I hope that I have added value to your financial planning, and achieved your goals.
Send Cortez a message Here or connect with him on LinkedIn.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Cortez Stewart, MBA

Financial Representative

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

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


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