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.

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.

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. That's where we come in. We’ll provide investment expertise based on our time-tested philosophy, disciplined process, research-based insights, and proprietary capital market assumptions.

When you’re ready for more sophisticated wealth management, you'll have access to a variety of options there too, including investment advisory services, tax-smart strategies, trust services, and specialized products.

Brokerage services 

Build your ideal portfolio with a range of investment vehicles—no matter what goals you have. If it's time to roll over a retirement account, find a unique lending solution, save for a child’s education, or arrange for charitable giving, we’ll figure out your options and help you figure out how to get it done.

Investment advisory programs 

When you’re looking for more hands-on investment advice and ongoing portfolio oversight, we’ll carefully select one of our Advisory Programs (curated by our Wealth Management Investment Team) that best fits your investment goals. Along with monitoring market conditions and your investments, we’ll be ready to adjust your portfolio as needed should your goals or priorities shift.

When your financial plan has wealth protection and risk management built in, you and your loved ones can worry less and live more.

When you work with us, we start with you, your family, and your priorities. You’ll have access to a range of financial options designed to reinforce each other so your financial plan can work its hardest to help you reach the goals you have for right now, and later on.

Together, we'll develop strategies that:

Give you more financial flexibility throughout your life

Our life insurance can be designed to fit whatever you need. It could provide protection, a cash accumulation, or help you leave a legacy. We have access to high-quality life insurance products, including permanent, term, combination, and variable policies.

Keep your goals on track if you’re unable to work

Your ability to earn a living is likely the most important financial asset you have. With disability income planning you can help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working. Depending on the type of job or career you have (or business you own), we have options.

Get the right long-term care for you and your loved ones

Having a long-term care plan in place can give you (or a loved one) choice and control over where and how to receive care should it be needed. Plus, a plan will let your loved ones know your wishes and lessen the burden of the physical and emotional strains that can come with the need for long-term care.

Someday, you or a loved one could need ongoing help with day-to-day tasks like bathing, eating, or getting dressed. The cost of care is often underestimated and may not be covered by health insurance or Medicare. Long-term care planning can help you manage the assets that you’ve worked so hard for, so your family focus on offering love and support.

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.

It’s likely your aspirations for retirement will require solutions that go beyond a 401(k) or IRAs, social security, or if you’re a business owner, the sale of your company. We start by understanding your vision, goals, and situation before making any recommendations. Then, we’ll create a comprehensive plan with the right strategies for investments, annuities, and insurance—each one designed to help maximize your assets, provide income efficiently, and protect you from the unexpected.

Our advisors are also experienced in managing many types of assets and aligning all your other financial relationships to help make sure that the dreams you have for retirement can be reached, when you want to reach them.

While providing the protection you need, our solutions play a key part in your financial plan, giving you more financial flexibility throughout your life. We’ll listen to what's important for you to do today and down the road, and evaluate which type of coverage, and amount, could help you reach your goals.

You work hard to give your loved ones every advantage. The right life insurance can make sure that you leave a legacy for loved ones and help maintain their standard of living when you’re no longer here.

Our evaluations are based on your goals, priorities, and the role life insurance will play in your financial plan. From protection that lasts for a set amount of time (term life) or a lifetime (permanent life), we have a solution. And with permanent life, you also get financial benefits that you can use while you’re living, including:

• Financial flexibility for emergencies and opportunities
• A cash accumulation that grows over time and can be used for anything
• A tax-advantaged way (via a cash accumulation) to help grow your wealth

If you’re a business owner, offering life insurance as part of a comprehensive benefits package can help to recruit and retain valuable employees and help them feel financially secure while contributing to the success of your business.

Life insurance can also minimize the financial impact felt by the passing of a key contributor to your business. Its cash accumulation (or cash value) can be used to cover the potential loss of business or to recruit a successor.

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.

Many people associate estate planning with having a will. While the transfer of your assets is an important part of estate planning, a will is just one aspect of a broader plan designed to make sure your wishes are known, honored, and carried out as efficiently as possible when you're no longer able to articulate them. We work with a team of estate planning experts to help you develop an estate strategy that can help:

• Reduce or eliminate gift, estate, and inheritance taxes for your heirs
• Protect your estate from mismanagement or from claims of creditors or ex-spouses
• Leave the legacy you want, such as paying for your grandchildren’s education or giving to your favorite charitable causes

In addition to the expertise our team can offer, you'll want to work with an estate planning attorney to establish:

• Healthcare directives (also known as living wills) that specify the extent to which you want health care professionals to treat you if you become ill or incapacitated
• Powers of attorney that grant people you trust the legal authority to act on your behalf in case of sudden accident or illness
  • A healthcare power of attorney enables your agent to make healthcare decisions on your behalf
  • A financial power of attorney allows your agent to do things like pay bills, access accounts, and possibly make gifts
• A will or possibly a living trust to make sure your assets are transferred according to your wishes or even name a legal guardian for children under the age of 18
  • The Northwestern Mutual Wealth Management Company (NMWMC) can serve as trustee of Irrevocable Life Insurance Trusts. In addition, through the Trust Alliance Program, NMWMC can partner with nationally-recognized trust administration firms that offer a broad range of services such as revocable trusts, charitable trusts, endowments, and foundations.

Give your business a competitive edge with a strong benefits package. Our team will work with you to design a competitive suite of benefits that will help attract and retain top talent.

Employee benefits are an important part of the growth of your business. With the right planning, you can compete for, and win, the talent you need to contribute to the success of your business.

Our team can help you design a quality, affordable benefit package that would be available to all employees and can include options such as:

• Group health insurance*
• Group life insurance
• Group disability income planning
• Group dental insurance*
• Group vision insurance*
• Group long-term care planning
• Flexible spending accounts
• Qualified retirement plans such as SEP IRA or 401(k) plans

 

* Group health insurance benefits, group dental insurance, and group vision insurance are offered through an independently owned and operated company which offers access to comprehensive employee benefit services and is not affiliated with, nor a subsidiary of The Northwestern Mutual Life Insurance Company.

Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.

Whether you’re thinking about setting out on your own or looking to expand your existing business, we can help you plan for success. From protecting against risk and managing growth to attracting and retaining top talent, we’re ready to help you at every stage.

We’ll work with you to develop a tailored plan with financial solutions designed to fit the unique needs of your business, and your life, with advanced strategies to:

• Integrate the important aspects of financial planning for your business and your personal life to help ensure success on both fronts
• Minimize risk by being prepared for the unexpected
• Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt
• Recruit and retain high-performing employees with competitive benefits programs
• Enhance your benefits programs to reward employees who are key to the success of your business
• Transition your business smoothly with a properly designed and funded business succession plan