Our wealth management services go above and beyond what you might expect from a financial services provider. Northwestern Mutual Wealth Management Company offers:

Investment advisory services, designed to:

Provide high-quality investment services and products.
Build and monitor diversified portfolios.
Develop objective, personalized plans.
Focus on long-term results.

Trust services and partnerships, designed to:

Provide continuity of stewardship that can last multiple generations.
Preserve family harmony when carrying out your intentions.
Carry out detailed record-keeping and accounting.
Calculate taxes and file returns.

Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.

Online access to your account, so you can review:

Comprehensive monthly statements.
Performance reporting.
Account access on a secure website.
Current account balances on your investment holdings.
Detailed transaction records on all accounts.

Generational Planning

For many parents, their top priority is making sure their children (or grandchildren) are set up for success.

Estate Planning

Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.

Investment Solutions

Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.

Retirement Planning

No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.