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.

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.

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 can focus on offering love and support.