When you're looking for hands-on help, our investment advisory services can be a smart choice. Want a better understanding of how investments are tied to your wealth?
With our Advisory Services, your portfolio will be developed and managed by seasoned financial professionals—freeing you to focus on other important things. Along with your advisor, the Northwestern Mutual Wealth Management Company investment team provides expertise to help build your ideal portfolio.
We start with you and your priorities, then following our time-tested philosophy and disciplined process, we select high-quality investment options to help you reach your goals, that could include exposure to ESG portfolios that reflects your values. With a long-term view of investing, we look to avoid reacting to the day's headlines and make smarter investment decisions designed to help drive value over time.
We monitor your portfolio to make sure your goals stay on track. And if your priorities change along the way, you'll generally have the flexibility to change direction.
Questions about investment advisory services? We've got answers.
Through our investment advisory services, we will work with you to develop an investment strategy based on you and your priorities, then recommend and manage those investments to help grow your wealth. Generally speaking, the more complicated your financial situation, the more likely you could benefit from professional guidance.
In general, anyone who would rather let a professional construct a well-diversified portfolio and provide ongoing guidance and advice as well as account monitoring. A financial professional will be able to review your account and investments strategy annually (at the very least) to help you stay on track with your goals as they evolve over time.
Many people can benefit from expert financial advice—no matter where they're starting from. Consider whether you're the type of investor who wants:
Ongoing investment guidance, advice, and ongoing account monitoring
A financial professional to review your account and investments strategy annually (at least) to help you stay on track with your goals as they may evolve over time
A professionally constructed, well-diversified portfolio based on a time-tested investment philosophy and disciplined process
A financial advisor and firm to use their discretion to manage your portfolio according to your investment goals
An asset-based fee for ongoing advice and account management
If you think any of these investing characteristics might be a good fit for you, we're ready to help you reach your goals. Get started by connecting with an advisor.
It will depend on which of our Advisory Services best fits your needs. Each one is specifically designed for those with more wealth or complex financial situations. Your Northwestern Mutual financial advisor will determine which program is right for your unique situation and amount of assets to be invested.
A Northwestern Mutual advisor is your go-to financial professional. They'll help you make the right decisions so you can live the life you always wanted. They're specially trained and credentialed to provide financial planning advice, investment recommendations, and sell investments and other financial products that will help you reach your goals now, and down the road.
Our advisors and planning process puts your interests first, so every recommendation they make will be tailored to you and your needs, not theirs. Sound good? Get matched with an advisor today.
Our financial advisors go through training and are properly registered and credentialed. They'll guide you through the investment process and tailor an investment strategy based on your goals, your level of risk tolerance, and your investment time horizon. They'll put your financial interests first when recommending products and services and while managing your account. Listening to the priorities of our clients and supporting them is the way we've treated them for over 165 years and will continue to do so.
No matter if you work with a financial advisor or manage your investments yourself through a brokerage account, there's always risk associated with investing in the markets, including potential loss of principal invested. No strategy can assure positive returns or protect against loss, and market fluctuations can impact the performance of your investments. The aim of our advisors is to leverage their knowledge and expertise to help create better financial outcomes through a holistic approach, identifying blind spots, and managing risk through diversification.
Because of the ongoing advice and account monitoring services your financial advisor provides, you'll pay a quarterly fee based on the value of the assets in your account. Want to talk with a financial advisor about your goals? Get matched.
Get matched with a financial advisor in four easy steps.
Expert insights for our wealth management advisory services
Our financial advisors have the ongoing support of our Wealth Management Investment Team which includes CFA® Charterholders and experts who are frequently featured in major national media outlets. This experienced investment team provides thought leadership to our advisors and makes investment recommendations based on our proven investment philosophy rooted in smart, strategic decisions that focus on the long-term.
We're one of the top U.S. Independent Investment Broker-Dealers.1
5.0M+ clients at Northwestern Mutual
The number of people we're proud to call clients, and who put their trust in us.2
164+ years strong through depressions, downturns, and pandemics
The number of years we’ve been there for our clients—through depressions, downturns, and pandemics.
Investment advisory services: a key part of a financial plan
Our focus on long-term investment strategies is designed to help give you the confidence to be disciplined through market fluctuations, knowing that the growth potential and management of your wealth won't be left to chance.
Through your Northwestern Mutual financial advisor, you'll also have access to more financial options, including investments for growth, insurance for protection, and annuities for more flexibility in retirement. Each is designed to reinforce the other so your personalized plan can work its hardest for you.
