MISSION

"I strive to give each of my clients the gift of financial confidence. In a complex world, my role is to serve as an expert, guide, and coach towards your ideal financial future."

- David C. Mann

Team

David is a veteran Wealth Management Advisor who helps his clients navigate the complex, ever-changing world of financial decisions. David believes in developing long-term relationships with his clients and is often viewed as a loyal advocate, trusted advisor, and friend.

With 20+ years of experience, paired with the extensive resources of the Northwestern Mutual Wealth Management Company, David has partnered with successful physicians, business owners, attorneys, and affluent families to help them define and develop a vision for their personal and financial goals, bring those goals to fruition, and protect them as they grow. The foundation of this process is needs-based, holistic planning coupled with the implementation of advisory services and world-class investment and insurance products.

David runs his practice with a focus on having the skill set and resources necessary to educate his clients on wealth management strategies and solutions that will help them, their families, and their businesses thrive. 


Media Mentions

David was featured in the Las Vegas Business Press discussing common questions asked about education funding. View Article Here


Resources for Business Owners and Entrepreneurs

David Mann works with business owners to take advantage of unique investment opportunitiesin all facets of their business, from Business Risk Management to Employee Benefits Planning to Business Succession Planning.

Recommended Articles:

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Resources for Physicians


Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This website contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

David Mann, CLU®, CFP®

Wealth Management Advisor

4 Key Things to Know About the Coronavirus Stimulus Bill

To bolster the economy and help Americans impacted by the coronavirus, Congress is working on an historically large relief plan. Read more.

Why Market Volatility Doesn't Affect Northwestern Mutual's Strength

Northwestern Mutual’s Chief Financial Officer, Mike Carter; Chief Investment Officer, Ron Joelson; and Northwestern Mutual Wealth Management Company Chief Investment Strategist, Brent Schutte explain why, and how, Northwestern Mutual stays so strong through market turbulence. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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