We partner with other business professionals and trusted advisors, CPAs, lawyers, etc. and can provide our clients with referrals for whatever service you may need.
To best serve the needs of our clients, we’ve strategically aligned our practice with Northwestern Mutual and their collection of highly skilled planning professionals. As members of their exclusive Private Client Group, we offer resources and expertise specifically designed to support highly complex planning cases.
As our client, you’ll have access to the thought leadership not only of our internal team, but the Wealth Management Investment Team, a dedicated group of more than 30 investment experts each with an average of 15 years of specialized investment experience. These professionals offer diverse expertise in areas such as fixed income, equities, derivatives, buy-side, sell-side, and hedge funds, and they offer dedicated teams for fixed income, equity, research, and portfolio management. The Wealth Management Investment Team is frequently featured in major news outlets, and many of its members are CFA® designees.