Bradley W Stewart, CLU®, ChFC®, WMCP®

Wealth Management Advisor

Our Intergenerational Promise.

We’re committed to helping our clients keep the promises they have made—and will make—to future generations.

Protect. Grow. Peace of Mind.

We help business owners and families first define their most important outcomes and priorities. Then we look for opportunities to manage cost, optimize risk, reduce taxes, and bring clarity to your overall financial health picture.

Together, we’ll create a financial plan and manage your investment strategies to help you live the life you want, and the life you never thought you could.

Private Client Services.

The more assets you accumulate, the more complex the task is of preserving and protecting them. By leveraging our Private Client Service solution from Northwestern Mutual Wealth Management Company, you’ll gain the benefit of having teams dedicated to your unique needs.

  • Flexible solution. Private Client Services is a flexible, discretionary portfolio management solution designed for individuals with at least $1 million to invest.
  • Tailored investment plan. Private Client Services accounts are managed according to the Northwestern Mutual investment philosophy. We believe that diversified portfolios offer the most reliable approach for gaining market exposure that consistently reflects capital market behavior.
  • Proven approach. Your Northwestern Mutual Wealth Management Advisor will work with you to help identify your goals, risk tolerance and unique circumstances.
  • A team dedicated to you. Our Private Client Services solution is designed to offer you exceptional service. Along with your Northwestern Mutual Wealth Management Advisor, you can rely on a dedicated portfolio manager and a team of experienced professionals to manage your account.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.