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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.