Investment Advisory Services

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.

Ready to get started? Get matched with an advisor.

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.

Ready to have us take a look at your investments? Get matched with an advisor.

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.

Ready to start investing? Get matched with a financial advisor.

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.

Get more details on common financial advisor and wealth manager credentials. Or if you're ready to start investing, get matched with a financial advisor now.

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.

Get more details on common investing risks and how to manage them.

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.