Maintaining Wealth 

couple enjoying their home and financial security through successful wealth management 

You’ve earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals.

You’re looking for an ally who can partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

A Wealth Management Advisor from Northwestern Mutual will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Optimize Your Wealth

Focus first on what you value, instead of beginning with the value of what you own. A wealth management advisor reviews the financial tools you are currently using along with how you can benefit from advanced planning techniques.

  • Client-centered process
  • Detailed review of current plans
  • A multi-disciplinary team
  • Minimize estate taxes and court costs
  • Utilize wills and trust to achieve goals
  • Establish charitable giving programs
  • Nurture and motivate family members
  • Regular meetings to incorporate ever-changing circumstances

A Wealth Management Advisor understands the complexity of issues faced by individuals like you and the importance of following a sound process. A Wealth Management Advisor acts in your best interests by following a comprehensive process not just at the time of sale, but throughout your relationship, working with you to meet your long-term goals.

Advanced Planning Techniques and Products

Your needs extend well beyond income protection and investment services and may include:

Personal Trust Services—Revocable Trusts, Irrevocable Life Insurance Trusts, Charitable Trusts, General Skipping Trusts, Marital and Credit Shelter Trusts, Court Appointed Trusts, Special Needs Trusts and Endowments and Foundations.

Private Client Services—Separate Equity Account Management, Separate Fixed Income Account Management, Special Asset Management.

A Wealth Management Advisor can help you with your overall financial picture (wealth accumulation, wealth protection/risk management, wealth preservation and distribution).

Northwestern Mutual Can Help

Financial success doesn’t happen by chance. It is the product of sound decision-making. A Wealth Management Advisor understands the complexity of issues faced by successful individuals like you and the importance of sound financial planning. Working together you can have an enormous impact on your financial well-being in the years to come.

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