Wealth Management
Our wealth management services go above and beyond what you might expect from a financial services provider.
Investment advisory services:
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Provide high-quality investment services and products.
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Build and monitor diversified portfolios.
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Develop objective, personalized plans and focus on long-term results.
Trust services and partnerships:
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Provide continuity of stewardship that can last multiple generations.
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Preserve family harmony when carrying out your intentions.
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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
23975 Park Sorrento, ste 410 Calabasas, CA 91302
Hours
Monday–Friday
8am–7pm
Phone
310.903.5077