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, help 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. 


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

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Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

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