Trust Services

Define your own legacy.

Trust is a word we associate with terms like reliance, conviction, and assurance. It is a word that has many associations, but when it comes to your financial goals, trust means preserving your assets to provide a legacy for future generations.

I can support you with trust services through a referral to a Wealth Management Advisor of the Northwestern Mutual Wealth Management Company®. As a partner, Northwestern Mutual Wealth Management Company® advisors stand ready to help people provide for the succession of businesses within families to protect the ones they love and contribute to the charitable organizations they value.

Together with a Wealth Management Advisor, we can help you implement a plan to help you preserve your wealth by reducing taxes and avoiding probate. We can also help you identify your goals and obtain long-term, consistent asset management.

Northwestern Mutual Wealth Management Company® can provide you with the professional trust administration that can enhance and help create a legacy you can be proud of.

Northwestern Mutual Wealth Management Company®, Milwaukee WI, (NMWMC), a wholly-owned company of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), is a limited purpose federal savings bank. NMWMC is not a broker-dealer or insurance company and does not offer insurance products or brokerage services.

The services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives might not represent all entities shown or provide all the services discussed on this website. Not all products and services are available in all states

Wealth Management Advisor is a representative of the Northwestern Mutual Wealth Management Company®, 611 East Wisconsin Avenue, Milwaukee, WI, 53202  (414) 271-1444.