Heartwood Planning Group | Northwestern Mutual Private Client Group Revenue

Financial Services • Fort Wayne, Indiana, United States • 11-20 Employees

Heartwood Planning Group | Northwestern Mutual Private Client Group revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Heartwood Planning Group | Northwestern Mutual Private Client Group

Ashley Stockwell

Director Of New Business And Client Services

Benjamin Moore

Director Of Client Services

Josh Tucker

Director Of Financial Planning

Company overview

Headquarters	110 W Berry St, Suite 1600, Fort Wayne, Indiana 46802, US
Phone number	+14142711444
Websites	nm.com heartwood.nm.com
NAICS	52
Keywords	Retirement Planning, Business Planning, Financial Planning, Estate Planning, Risk Management Strategies, Investment Strategies
Founded	2021
Employees	11-20
Socials

Heartwood Planning Group | Northwestern Mutual Private Client Group Email Formats

Heartwood Planning Group | Northwestern Mutual Private Client Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 91.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	91.7%
{first name}	john@nm.com	8.3%

About Heartwood Planning Group | Northwestern Mutual Private Client Group

The Heartwood is the strongest and most central part of a tree. As the supporting pillar of the tree's life, it provides the stability the trees need to continue to grow, thrive, and pass on its legacy to future generations. Our mission is to help our clients achieve that level of financial strength and stability throughout their lifetime and beyond. We partner with each of our clients to create a holistic, needs-based plan catered to their individual goals and aspirations. With more than 70 combined years of experience, we are dedicated to leveraging our expertise, providing financial literacy, and engaging our clients in every step of the planning process. Delivering peace of mind is at the heart of what we do.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Director

Employees by Department

Heartwood Planning Group | Northwestern Mutual Private Client Group has 12 employees across 3 departments.

Departments

Number of employees

Funding Data

Heartwood Planning Group | Northwestern Mutual Private Client Group has never raised funding before.

Frequently asked questions

Heartwood Planning Group | Northwestern Mutual Private Client Group is located in Fort Wayne, Indiana, US.

You can reach Heartwood Planning Group | Northwestern Mutual Private Client Group at +14142711444.

Heartwood Planning Group | Northwestern Mutual Private Client Group generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Heartwood Planning Group | Northwestern Mutual Private Client Group has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heartwood Planning Group | Northwestern Mutual Private Client Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Heartwood Planning Group | Northwestern Mutual Private Client Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.