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.

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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

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

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

Our exclusive private 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.

Maximized wealth planning 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 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.

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Private client group selection results

The Northwestern Mutual difference

Top 5 ranked investment service

We're one of the top U.S. Independent Investment Broker-Dealers.1

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, April 2021

$281B 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

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

Awarded in the Insurance category: Life & Health industry, Fortune® Magazine's annual survey, 2017

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.

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