Our services go above and beyond what you might expect from a traditional financial services provider.
Blueprint Financial Group’s in-house team, combined with Northwestern Mutual’s extensive resources, provides a comprehensive suite of wealth management services including:
Investment advisory services
- Providing high-quality investment service and products.
- Building and monitoring diversified portfolios, with your personal financial objectives and plans in mind.
- Focusing on your long-term results.
Trust services and partnerships
- Providing continuity of stewardship that can last generations.
- Preserving family harmony when carrying out your intentions.
- Handling detailed record-keeping and accounting.
- Calculating taxes and filing returns.
Northwestern Mutual Wealth Management Company is available to serve 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.
Our extensive, secure online services allow you to access:
- Comprehensive monthly statements
- Performance reporting
- Current account balances on your investment holdings
- Detailed transaction records on all accounts