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
• Calculate taxes and file returns

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

Investment Strategies

Your goal to achieve financial security will undoubtedly include investing for your future.

We can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.

Northwestern Mutual Wealth Management Company offers investment advisory services, private client services and trust services. Within these levels of service, we may recommend that your portfolio include one or more of the following investment tools.

• Signature Choice is an investment advisory program that allows your wealth management advisor to provide advice concerning asset allocation, security selection and rebalancing. Your advisor can utilize a wide range of securities, including mutual funds, exchange-traded funds (ETFs) and individual equity and fixed income investments, to help implement your investment strategy.

• Signature Managed Accounts is an investment advisory program that utilizes third-party asset management and portfolio manager selection to assist in providing you with a comprehensive investment solution.

• Signature Retirement is an investment advisory program and integral part of the Northwestern Mutual Retirement Strategy planning process. It is designed to manage your assets and income streams in accordance with your overall retirement plan to provide a balanced and reliable source of income throughout your lifetime.

• Signature Portfolios is an investment advisory program that utilizes select mutual funds and/or exchange-traded funds to construct well-diversified portfolios for your needs.

• Signature Annuities is an investment advisory solution that utilizes investment options available within the NM Select^TM Variable Annuity to construct comprehensive, well-diversified investment portfolios for your needs.

 

We also are able to offer you the following products and services through Northwestern Mutual Investment Services, LLC (NMIS):

• Bonds
• Cash management services
• CDs
• Money market funds
• Mutual funds
• Stocks
• Treasury bills
• UITs

Risk Management Solutions

When your financial plan includes wealth protection and risk management, you'll be helping to ensure your family - and your vision for the future - is secure.

We'll work with you to develop strategies to:

• Provide for your family in the event of death.

  Life insurance policies can be designed with different needs in mind. They can provide temporary protection, cash accumulation or may be utilized as part of an estate plan. Through our association with Northwestern Mutual, we have access to Northwestern Mutual's high-quality, competitively priced life insurance products, including permanent, term, combination and variable policies.

• Provide for you and your family in the event of a disability.

  Disability income insurance helps to protect your most valuable asset, your ability to earn an income. But what if the unexpected happened and you suddenly weren’t able to earn a living because of illness or injury? Not only would you have the stress of meeting everyday living expenses, but you might also have to put other goals, like saving for a child's college or for retirement, on hold.

• Provide for long-term care.

  Long-term Care events can have a significant impact on your financial security. Planning for long-term care events can help provide options on how to fund and receive care, should you need it.

Retirement Planning

Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.

We can help. At Northwestern Mutual, our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.

You'll want to start by considering how much to save for retirement and where to save it. By accumulating as much as you can as soon as you can, you can put time on your side—time to plan, time to weather the ups and downs of the market and time to let your money grow.

And then, as you zero in on retirement, you'll need a different set of strategies to manage risk and make your money last through retirement.

Employee Benefits Planning

One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees.

Employee Benefits

We can help you design a quality, affordable benefit plan that may include features such as:

• Group health insurance.
• Group life insurance.
• Group disability income insurance.
• Dental insurance.
• Vision insurance.
• Flexible spending accounts.
• Qualified retirement plans such as SEP IRA or 401(k) plans.