Wealth Management

Our client services go above and beyond what you might expect from a financial services provider. Northwestern Mutual Wealth Management Company offers the following:

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, 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
  • Carry out terms of trust agreement

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