Northwestern Mutual Private Client Group

The one financial partnership that goes beyond your portfolio

Navigating the unique complexities that come with significant wealth requires a higher level of skill and a deeper partnership that goes beyond your assets. So we approach private wealth management differently—offering a broader perspective by connecting all aspects of your finances with what you want out of life. Our comprehensive approach allows us to see the blind spots others miss, seamlessly align your other financial relationships, and give you the edge you and your family need to enjoy your wealth today, and for generations to come.

Our services, tailored to you

  • Financial Planning
  • Investment Planning & Strategies
  • Advanced Portfolio Management
  • Retirement Planning & Income Strategies
  • Estate Planning & Trust Services
  • Risk Management
  • Tax Efficient Strategies
  • Advisor Coordination
  • Business Planning & Succession
  • Multigenerational Planning
  • Charitable Planning
  • Education Funding

Testimonials Section

Not only does my advisor focus on you when he meets with you, it's as if he has no other clients.

– Joanne D., client of Symphony Financial, Private Client Group firm

Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

Our exclusive wealth management approach

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A broader perspective for better wealth planning

Every great financial plan should begin with the plans you have for your life. So we start by understanding your vision, values, and evolving goals before recommending anything. We then design a comprehensive plan that combines advanced investment and risk management strategies, allowing you to invest even more confidently.

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Maximized strategies to minimize tax impact

Working with our Private Client Group gives you exclusive access to Northwestern Mutual products, solutions, and planning experts to help maximize your tax benefits. Our disciplined approach sheds light on how informed tax decisions can reduce the impact to you and your legacy.

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A commitment to every generation

Building an enduring legacy comes from working with an enduring firm. Our Private Client Group firms build teams to plan with all generations of your family, even before they have wealth of their own. Through our multigenerational planning, we'll help you protect and preserve what you've worked so hard for.

The Northwestern Mutual difference

Top 5 ranked investment service

Ranked among the top U.S. Independent Investment Broker-Dealers1

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, May 2020

$200B in client investment assets under management by Northwestern Mutual

in client investment assets under management by Northwestern Mutual2

A++ financial strength rating

AAA, Aaa, and AA+ Unsurpassed financial strength3 with total company assets of $290 billion

Ratings as of: Life & Health industry, 07/20 (Moody's Investors Service), 04/20 (A.M. Best Company), 08/20 (Fitch Ratings), 06/20 (S&P Global Ratings)

Financial thought leaders, on your team

When major market movements happen, our Wealth Management Investment Team is called upon by national news and media outlets to provide their expertise. Our Private Client Group advisors work with them, including our Chief Investment Strategist, Brent Schutte, to bring their insights and philosophy into your portfolio.

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