Strategic Wealth Protection for Families That Last
Midas Wealth Private Client Group provides comprehensive financial planning and investment guidance for high-net-worth individuals and families — built on trust, expertise, and a long-term view.
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Comprehensive risk management strategies designed to preserve and grow multi-generational wealth.
Forward-thinking financial plans that account for life's milestones, market cycles, and legacy goals.
Every recommendation is grounded in a deep understanding of your values, goals, and unique financial picture.
What We Do
Our Core Services
Wealth Management
Comprehensive financial planning that coordinates your investments, insurance, and estate strategy into a single, coherent roadmap for long-term prosperity.
Investment Planning
Goal-oriented portfolio construction and asset allocation grounded in your risk profile, time horizon, and financial objectives — revisited as your life evolves.
Retirement Planning
Structured strategies for retirement income, Social Security optimization, and distribution planning to sustain the lifestyle you've worked toward.
Estate & Legacy Planning
Thoughtful strategies to transfer wealth to the next generation efficiently, protect assets, and ensure your intentions are carried forward with clarity.
Insurance & Risk
Life & Disability Insurance
Tailored insurance solutions through Northwestern Mutual to protect your income, family, and business from life's uncertainties.
Who We Are
A Private Client Group Built on Trust
Midas Wealth Private Client Group is part of the Northwestern Mutual network — one of the most trusted names in financial services. We serve individuals, families, and business owners who require a higher level of advisory service and a dedicated team that understands the full picture of their financial lives.
Our approach is collaborative and holistic. We take the time to understand your goals — whether that's protecting your family, growing your wealth, planning for retirement, or leaving a meaningful legacy. From there, we build a comprehensive strategy and walk alongside you every step of the way.
Clients of the Midas Wealth Private Client Group benefit from access to Northwestern Mutual's full suite of financial tools, institutional investment capabilities, and a network of specialist advisors in tax, legal, and estate planning.
Get In Touch
Start a Conversation
Whether you're beginning your financial journey or looking to refine an existing plan, we'd welcome the opportunity to learn about your situation and explore how we can help.
Email Us
midas-wealth@nm.comNetwork Affiliation
Northwestern Mutual Private Client Group
Availability
Monday – Friday, 9am – 5pm
Ready to take control of your financial future?
A conversation costs nothing. Reach out to the Midas Wealth Private Client Group and let's discuss how we can support your goals.