Wealth Management
Our wealth management services go above and beyond what you might expect from a financial services provider. Northwestern Mutual Wealth Management Company offers:
Investment advisory services, designed to:
- Provide high-quality investment services and products
- Build and monitor diversified portfolios
- Develop objective, personalized plans
- Focus on long-term results
Trust services and partnerships, designed to:
- Provide continuity of stewardship that can last multiple generations
- Preserve family harmony when carrying out your intentions
- Carry out detailed record-keeping and accounting
- Calculate taxes and file returns
Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.
Online access to your account, so you can review:
- Comprehensive monthly statements
- Performance reporting
- Account access on a secure website
- Current account balances on your investment holdings
- Detailed transaction records on all accounts
Assets managed by Financial Representatives are limited to Signature Choice Advisory Accounts. All other asset management is through NMIS or NMWMC.