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.