David J Triezenberg, CLU®

Wealth Management Advisor

Our goal is to give our client base the utmost attention.  There is not a more important objective on an everyday basis.  Our team has a deep-seated desire to make sure we take the very best of our clients.  Highly collaberative, we view client relationships as true partnerships and work closely with our clients to outline their priorities and goals and architect a plan.

Our thriving high-touch practice is focused on delivering comprehensive wealth management services tailored to high net worth individuals and families nationwide.  The core of my clientele consists of investment bankers and principals of hedge, venture capital, and private equity funds.   My team and I recognize that many of our clients are highly sophisticated when it comes to investments and financial decision making.  However, even the savviest clients benefit from a personal wealth management team.  

We have built trust with our clients through consistency, leadership, and highly personalized service and provide tremendous attention to detail and a deep knowledge of the areas of specialties that we handle.  

   

  

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.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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