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.


Media Mentions

David Mann Featured as One of 2020's Modern Men in Modern Luxury Vegas

From the article: "Having walked clients through some of the most challenging economic periods in recent history, including the dot com bubble, the 2008 recession, and the current coronavirus pandemic, John and David have seen clients reap the rewards of sound financial planning at every stage of their career."

 

David Mann Co-Authored Article On "Your Financial Plan and the Coronavirus," published in the Las Vegas Business Press

From the article: "The reality is that it is difficult, if not impossible, to regularly predict the top or the bottom of the market. If you go back to the Great Recession, at a time when things were at their worst, you’ll see that no one predicted the tremendous rebound that we saw for the remainder of 2009." 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

David Mann, CLU®, CFP®

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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