Northwestern Mutual Wealth Management Company has grown from the rich Northwestern Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of financial security.
Northwestern Mutual Wealth Management Company can serve as corporate trustee or co-trustee for a variety of trust arrangements. We provide the full array of services you would expect from a professional fiduciary, including investment management, distribution management, custody of assets, tax reporting, and other services. Additionally, we provide the added benefit of a local Wealth Management Advisor to work with you and your beneficiaries to help achieve the financial security objectives of you and your family. We desire to reflect the commitment made by Northwestern Mutual to increase the depth and breadth of the Northwestern Mutual Financial Network for the benefit of our policyowners and customers.
Signature Advisory Programs
Northwestern Mutual Wealth Management Company offers a variety of investment advisory solutions within our Signature Advisory Programs. These programs provide the benefits of asset allocation, professional security selection, and ongoing monitoring of your investment portfolio.
Private Client Services
Within Private Client Services, we offer discretionary investment management for high net worth clients with unique investment needs and objectives requiring even more customized solutions. When you partner with Northwestern Mutual Wealth Management Company you can be confident you've put your trust in a respected organization that will benefit you in a variety of ways.
- Diversified investment mix
- Trusted and reliable
- Experienced guidance
- Client focused
Understanding our client's unique financial goals is key to executing tailored investment solutions with discipline and focus, and your Wealth Management Advisor plays a critical role in this process. At Northwestern Mutual Wealth Management Company, our approach to investment management is to follow a consistent investment strategy designed to produce consistent, long-term results for our clients.
Fee-Based Financial Planning
Northwestern Mutual Wealth Management Company® has a national network of experienced professionals focusing on fee based financial planning for affluent families. The wealth management advisors fully understand complex financial issues, and how they can affect your life goals — whether you are working to achieve current financial success, or protect and preserve your assets over the long term.
Administrative Services for Trust Accounts
Working through your Wealth Management Advisor, our trust administration team will:
- Make distributions according to the terms you set out in the trust document.
- Pay bills and prepare trust tax returns, where appropriate.
- Attend to administrative details of your account, including any special requests.
Your Wealth Management Advisor will serve as your (and your beneficiaries’) personal contact for requests and information regarding your trust accounts. Your Wealth Management Advisor will also be available to coordinate efforts with your other advisors and give you the personal attention you require.
We offer you convenient access to your account and account history through print and web-based resources including:
- Comprehensive monthly statements, with performance reporting and account activity.
- Daily account access on multiple secure websites.
- Current account balances on your investment holdings.
- Detailed transaction records on all accounts.