Services
Wealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way
Wealth Management
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.
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.
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.
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.
Fee-Based Financial Planning
When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.
Fee-Based Financial Planning
When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.
We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we’ll let you know upfront about that, too.
Under this fee structure, your advisor will act as a fiduciary, so they have a legal and moral responsibility to place your interests first. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.
If it makes sense for you, your advisor’s role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.
Making smart decisions about your wealth, whether you want to grow it, protect it or both, starts with a broader perspective and sound thinking. Here’s our unique way of thinking when it comes to helping you make important financial decisions.
Reach your new level of financial confidence
We approach financial planning differently. Not only can we help you grow your money, but also help protect everything you’ve worked so hard for—so your finances can take you further.
The planning process consists of four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
- Protection strategies
- Wealth accumulation
- Managing tax strategies
- Optimizing retirement
- Leaving a legacy
- Charitable planning
Business Planning
Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.
Business Planning
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
Executive Benefits Planning
As a business owner, it’s essential to reward your key employees and executives.
Executive Benefits Planning
Planning for executives and key employees
As a business owner, it’s essential to reward your key employees and executives. The right benefits can make a big difference in attracting key executives who will contribute to your company's growth and profitability, and incentivize them to stay for the long run.
Our team will help you design and implement cost-efficient executive benefit packages that can provide additional compensation to select employees which can include:
- A supplemental executive retirement plan that allows you to pay additional income to yourself or key employees in the future, typically in retirement
- An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until later, typically in retirement
- Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuities, or investment products
Each of these flexible plans has a variety of tax benefits and tax efficiencies that we can design around the planning goals of your business and participants in non-qualified executive benefit plans. They can also be structured to only benefit certain key executives or in varying degrees for different classes of key executives.
Employee Benefits Planning
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 Planning
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.