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Wealth Management

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:

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