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Northwestern Mutual Wealth Management Company

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Northwestern Mutual Wealth Management Company

Overview:

At Northwestern Mutual, we’ve been helping clients take control of their financial future for nearly 160 years. Through the Civil War, the Great Depression, two world wars and a number of recessions, we’ve stood alongside our clients, helping them manage financial risk and achieve financial security.

We do what’s right.
With every important decision, we ask ourselves this poignant question: “Is this in the best long-term interest of our clients?” It’s the primary reason we created a distinctive, comprehensive planning process that puts your needs first.

We put people first.
Our business is about helping people succeed, and that starts with putting people first – our clients, employees and financial professionals. We’re passionate about helping people build brighter futures and believe the best way to do that is by building strong, long-term relationships; finding out what matters most to people; and providing the financial guidance, tools and solutions they need to succeed.

We provide financial strength.
We’re known for our financial strength and have the highest financial strength ratings awarded to any life insurer by all four of the major rating agencies. More than just bragging rights, it means that we’ll be here for the more than 4.2 million clients who are counting on us to help them build a secure future. We not only reserve the capital needed to honor our commitments and survive economic downturns; we also grow our surplus so we can seize opportunities, invest in our people and fund initiatives that will better serve our clients.

We take a long-term view.
As a mutual company, providing the best long-term value for our clients is something else we value. We don’t believe in chasing fads or taking undue risk for short-term gains, so we make every decision with an eye toward the future. It’s how we run our business, design our products and manage our investment portfolio. And it’s an important part of why we’re able to help our clients build a lifetime of financial security.

Planning the Northwestern Mutual Way

Our approach to financial planning involves four steps:

Our Financial Planning Process

   Identify your goals.
   Our advisors make sure they understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

   Develop your personalized plan.
   They then analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

   Implement your strategies.
   They’ll bring your financial plan to life with proven financial products and quality solutions.

   Review your plan.
   Even small changes in your life can impact your financial plan. Our advisors will help you adjust your plan as needed to stay on track.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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