When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise. Our plans are tailored to you from a wide range of financial options and strategies designed to help you achieve the goals you have now, and later on.

We will also work closely with any other financial relationships you have—streamlining things for you and giving you a trusted point person to oversee all aspects of your wealth management.

We believe that the strongest financial plan begins with the priorities you have for your life. That’s why we start by understanding your values, goals, and where you stand financially today before making any recommendations.

Our comprehensive approach will help you and your family enjoy your wealth for generations. When you work with our financial advisors, you can be confident that you’ll have:

• Someone who’ll listen to you, identify with your situation, and understand what you want to accomplish
• A partner who can help see blind spots others can’t or haven’t considered
• An expert in advanced investment and risk management strategies
• A trusted specialist who can create a flexible financial strategy that will help leverage opportunities for your life now, and down the road

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.

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.

Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working. No matter the type of job or career you have (or business you own), we have options that can give you more choice and more control.

Your ability to earn a living is likely the most important financial asset you have. Having a plan ready to go should you experience a disability, can help you rest easier knowing that your goals, big and small, can keep moving forward.

Individuals – While you focus on getting better, your goals like leaving a legacy or saving for a second home can still stay on track when you have a plan.

Physicians and Dentists – With a plan, you’re not just protecting your income, you’re protecting the investment you've made in your career.

Business owners and employers – A plan can help keep your business running if you or another key employee becomes too sick or injured to do their job, and by enhancing your benefits package with a plan you can help protect your employees, too.