With all that we have to offer, our team of investment management and trust specialists remain at the heart of Northwestern Mutual Wealth Management Company®. Our specialists perform a wide range of planning and administrative services for you.

Needs-based Planning Services
Your specialist will work with the Wealth Management and Trust Company to:

• Gain a clear understanding of your investment goals.
• Identify solutions to meet your needs.
• Create a comprehensive plan designed to achieve your goals.
• Monitor your plan and make adjustments as your needs change.

Administrative Services
Your specialist will work with the Trust Company to:

• Make distributions according to the trust document.
• Pay bills and prepare trust tax returns.
• Attend to administrative details of your account, including any special requests.

Your specialist will serve as your personal advisor and your contact for requests, information and advice from the Northwestern Mutual Wealth Management Company®. Your specialist will be available to coordinate efforts with your other advisors and give you the personal attention you require.

Account Access
We offer you convenient, comprehensive access to your account and account history through print and Web-based resources including:

• Comprehensive monthly statements, with performance reporting and account activity.
• Daily account access on our secure Web site.
• Current account balances on your investment holdings.
• Detailed transaction records on all accounts.