Meet Our Dedicated Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual’s home office with extensive financial industry and private practice experience in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long–term care benefits) and its subsidiaries. Northwestern Mutual Investment Services, LLC, (investment brokerage services) subsidiary of NM, broker–dealer, registered investment advisor, member FINRA (finra.org) and SIPC (sipc.org). Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, (investment advisory and trust services) subsidiary of NM and federal savings bank.