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Individuals and Families

The energy of working together

Managing substantial assets comes with a significant number of complex planning questions and opportunities. Most people would like to ensure your wealth and legacy are protected for years to come.

Is good enough, still good enough for you? This question typically comes up when the complexity of your planning has increased, and you have simply outgrown your current advisors’ capabilities. Our capabilities outlined below, with the financial strength of Northwestern Mutual makes Waveform Wealth Partners a natural fit for those with more complex financial lives.

Financial Planning

Wealth Management

Investment Strategies

Retirement Planning

Estate Planning

Risk Management Solutions

Charitable Strategies

Business Planning

Executive Compensation Planning