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.

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Learn More About Solutions for High Net Worth

Financial Planning

When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.

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.

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.

Retirement Planning

No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.

Estate Planning

Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.

Investment Solutions

Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.

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.

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.

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.