Your partners for a well-planned future
Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, and efficiency. We strive to provide the best client experience possible.
Award-winning team
Thank you to our clients and team, Forbes has recognized Drew Manier as one of the "Top Financial Security Professionals" in California. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Best-in-State Top Financial Security Professionals list (July 2024), based upon data as of 12/31/2023. Research and rankings provided by Shook Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the ratings. Rankings and recognitions are no guarantee of future investment success.
We are pleased to announce that Wealth Management Advisor Drew Manier has been named one of the "2024 Banking and Finance Visionaries" by the Los Angeles Times. This year’s visionaries represent an elite group of trusted advisors in Los Angeles.
The Northwestern Mutual Difference
A++
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
Top 5
We're one of the top U.S. Independent Investment Broker-Dealers.1
$8.2B
in dividends expected to be paid in 2025.4
No. 1
Best Life Insurance Company, 2023.2
1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.
2 Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
3 Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
4 Dividends are reviewed annually and are not guaranteed.