Wealth Management

Our wealth management services go above and beyond what you might expect from a financial services provider.

Investment advisory services:

  • Provide high-quality investment services and products.

  • Build and monitor diversified portfolios.

  • Develop objective, personalized plans and focus on long-term results.

Trust services and partnerships:

  • Provide continuity of stewardship that can last multiple generations.

  • Preserve family harmony when carrying out your intentions.

  • Carry out detailed record-keeping and accounting and calculate taxes and file returns.

Irrevocable Life Insurance Trusts

Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.

Online access to your account, so you can review:

  • Comprehensive monthly statements

  • Performance reporting

  • Account access on a secure website

  • Current account balances on your investment holdings

  • Detailed transaction records on all accounts

Contact Us

11111 Santa Monica Blvd Ste 1100,
Los Angeles, CA 90025

Hours
Monday–Friday
8am–7pm

Phone
310.903.5077