A financial plan as unique as your goals
When you're looking for hands-on help with a more involved plan or bigger goals, we've got you covered with our financial advisory programs. Your advisor will guide you through the investment process by developing a personalized wealth management plan based on how much you have to invest, your level of risk tolerance, and how long you want to stay invested. They'll carefully select one of our Signature Advisory Programs — curated by the experts in our Wealth Management Investment Team — that's right for you based on your needs. They'll then oversee your personal portfolio, directing your transactions and making sure you stay on track toward your goals.
With a Northwestern Mutual investment expert in your corner, you can be sure your money is working its hardest for you. Because your advisor will actively manage your personal account with your best interests in mind, there are no commissions or per-trade fees for our advisory accounts. Instead, you pay a quarterly fee based on the value of your assets.
Expert insights for wealth management
Your Northwestern Mutual financial advisor will have the ongoing support of our Wealth Management Investment Team which includes CFA® charterholders and experts who are frequently featured in major national media outlets. This dedicated team provides ongoing thought leadership to our credentialed advisors and shares their insights with you in our weekly Market Commentary.
To learn more about Northwestern Mutual Investment Services, LLC and its financial professionals, visit FINRA BrokerCheck®
Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.