Sparks Financial’s holistic approach to creating unique, personalized financial plans builds on the pillars of portfolio management, insurance, and tax mitigation strategies.
As we plan long-term strategies guided by our clients’ best interests and financial goals, your Sparks Financial advisor works hand in hand with the highly credentialed investment professionals who are part of the team at Northwestern Mutual & Northwestern Mutual Wealth Management Company. These investment teams manage more than $500 billion in combined company and retail client assets.
This team-based approach allows us to craft investment strategies, structure portfolios, and service, multigenerational financial plans that are tailored exclusively to our clients’ strategic needs.
NMWMC holds some of the industry’s highest credentials: 17 have earned the Chartered Financial Analyst® (CFA®) designation, three hold the Chartered Financial Consultant® (ChFC®) designation, and two hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark.
We provide a range of
investment-related services, including:
- Transition management
- Tax loss harvesting
- Equity compensation plan analysis
- Strategies designed to maximize assets and minimize costs and tax liability
We draw from all types of investment solutions to construct client portfolios, including:
- Private equity solutions
- Custom individual stock and bond portfolios