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

Assets managed by Financial Representatives are limited to Signature Choice Advisory Accounts. All other asset management is through NMIS or NMWMC.