High Net Worth

Harnessing The Power of High Wealth

With the accumulation of wealth comes more complex decisions with greater long-term impact. Having supportive, but objective, guidance is crucial. As a Northwestern Mutual Private Client Group firm, we are skilled in navigating the nuances of your financial life and will put your mind at ease.

Through our experience as “financial engineers,” we not only see the big picture, but we also hone in on details others might overlook. We’re adept at envisioning the curve balls that life can throw at you and help ensure all the interdependent aspects of your finances keep humming along.

We consider everything from protecting your assets from risk to minimizing your tax burden and maximizing your investments. We also help you gain peace of mind about the transfer of wealth to successive generations. So, you can breathe a big sigh of relief.

Even if you are generally satisfied with your current advisors, you would be amazed at what our insightful discovery and analysis process can reveal. A client of your unique status deserves nothing less.

Learn More About Solutions for High Net Worth

Financial Planning

Long-term financial security doesn’t happen by chance. Take control of your future with customized financial planning services.

A business professional in an office looking out the window stock photo

Risk Management Solutions

When your financial plan has wealth protection and risk management built in, you and your loved ones can worry less and live more.

A person using a calculator at a desk stock photo

Wealth Management

A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way

A man and woman embracing one another stock photo

Retirement Planning

One of the greatest financial challenges is preparing adequately for retirement. And now more than ever, strategic retirement planning is crucial to help meet your goals.

A man and woman kayaking stock photo

Estate Planning

A will or trust are just one aspect of a broader estate planning strategy necessary to fully protect your family and assets, and build a lasting legacy.

A mother and two children joyfully entering their home stock photo

Investment Solutions

Coordinated investment strategies are necessary to build an effective portfolio that meets your unique financial needs.

A business professional using multiple devices at a small table stock photo

Alternative Investments

For more sophisticated investors who are interested in opportunities beyond publicly traded stock and bond markets, alternative investments can play an important role in diversifying your portfolio through broader exposure.

A business professional in an office looking out the window stock photo

Charitable Giving

Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.

A business professional in an office looking out the window stock photo

Business Succession Planning

Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back.

A business professional in an office looking out the window stock photo