About Us

The mission of the Northwestern Mutual Wealth Management Company is to provide expert guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.

We provide comprehensive and fee-based financial planning, investment advisory programs and personal trust services through a national network of experienced professionals.

Wealth management advisors fully understand complex financial issues, and how they can affect your life goals — whether you are working to achieve current financial success, or protect and preserve your assets over the long term. Our approach to investment management is to follow a consistent investment strategy designed to produce consistent, long-term results for our clients.

Investment Philosophy
We believe in a disciplined investment approach based on diversification across broad asset classes. Our advisors balance this emphasis on individualized asset allocation with a focus on diversification and a long-term view of markets and performance. Understanding your investment attitudes and risk tolerance, and developing your unique financial profile are the keys to creating an appropriate asset allocation.

Our advisors are experienced professionals who have a detailed understanding of current tax laws and create financial strategies designed to achieve a variety of complex goals. Our services are available to you within a range of fee structures that are negotiated between you and your advisor, based on the complexity of your needs and services required.

Our process is unique. We focus first on what you value... and then on the value of what you own. Other plans begin with solutions. Our approach begins by helping you discover what is important to you and ends with a plan that reflects your core values. The term "values" reflects your desire to transfer family values to your heirs along with a financial legacy.

At Northwestern Mutual Wealth Management Company:

• We're dedicated to helping successful people solve complex financial issues.
• Our advisors work closely to understand a client's financial situation and priorities, and to offer expert help in achieving their goals.
• We believe in long-term strategic asset allocation to manage investment risk.
• We're knowledgeable, focused and consistent in the way we do business.

Wealth Management Advisors
Our team of wealth management advisors are at the heart of Northwestern Mutual Wealth Management Company. Your wealth management advisor will serve as your personal contact for requests, information and advice from the Northwestern Mutual Wealth Management Company. Wealth management advisors coordinate the efforts of the customer service team to give you the personal attention you require.

Your wealth management advisor will work with you to:

• Gain a clear understanding of your investment goals. 
• Identify solutions to meet your needs.
• Create a comprehensive plan designed to achieve your goals.
• Monitor your plan and make adjustments as your needs change.

Administrative Services
Our dedicated team of account administrators will work with you to:

• Make distributions according to your wishes.
• Pay bills and prepare trust tax returns.
• Attend to administrative details of your account, including special requests.

Account Access
We offer you convenient access to your account and account history through print and web-based resources including:

• Comprehensive monthly statements
• Performance reporting
• Account access on multiple secure websites
• Current account balances on your investment holdings
• Detailed transaction records on all accounts