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Guide to Business Succession Planning
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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 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 invest even more confidently.
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.
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 10 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.1
$227B 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.
A++ financial strength rating
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
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.
