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Northwestern MutualPrivate Client Group
The one financial partnership that goes beyond your portfolio.
Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.
Find a private client group advisorOur 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
Private Wealth Management Testimonial
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
Our exclusive private wealth management approach
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 plan even more confidently for your future.
Expert guidance for more complex portfolios
Our Private Client Services investment advisory solution gives you access to exclusive wealth management and specialized portfolios that help build, protect and manage wealth. You and your Northwestern Mutual advisor will work with a seasoned team that specializes in handling the unique needs that come with more wealth, including consolidating existing investment accounts, distributing wealth to your loved ones, and maximizing the tax efficiency of your portfolio.
Maximized wealth planning strategies to help manage tax impact
Working with our Private Client Group gives you exclusive access to Northwestern Mutual products, solutions, and planning experts to help enhance your tax efficiency. Our disciplined approach sheds light on how informed tax decisions can help reduce the impact to you and your legacy.
A commitment to building generational wealth
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.
Northwestern Mutual Family Office Services: Complex Wealth Thoughtfully Connected
Significant wealth often brings additional complexities for ultra-high-net-worth individuals and families. Northwestern Mutual Family Office Services can help bring every dimension of your financial life into one coordinated strategy built around your goals, your priorities and your long-term vision.
The Northwestern Mutual Family Office Services team coordinates and works in concert with a dedicated team of specialists on your behalf. Together, they help give you a more connected view of your wealth. This can help you make decisions with greater confidence and help preserve, grow and transfer what you've built with intention—today and for generations to come.
Find the private client group advisor or firm nearest you.
Private client group selection results
The Northwestern Mutual difference
Top 10 ranked investment service
We're one of the top U.S. Independent Broker-Dealers.1
$404B client retail investment assets held or under management by Northwestern Mutual Wealth Management.
In client retail investment assets held or under management by Northwestern Mutual Wealth Management.2
AAA financial strength rating
A++, Aa1, AA+—we've earned the highest available financial strength ratings awarded to any U.S. life insurer from all four major rating agencies.3,4
Work with experts in financial thought leadership.
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.
