Comprehensive Financial Planning

As a Private Wealth Management Advisor, Mike Waxberg and his team have the knowledge and expertise to help you discover your core values and design a plan to help you achieve your goals. To develop your plan, they will take the time to learn what's important to you. Where have you been? Where are you now? And where do you hope to go? In this way, they put you—not your wealth—at the center of the process.


Media Mentions

Forbes named Mike Waxberg to its list of Best-in-State Financial Security Professionals (2022)

Los Angeles Times Brand Publishing Magazine named Mike Waxberg to its list of Banking and Finance Visionaries (2022)

Los Angeles Business Journal named Mike Waxberg to its list of Leaders of Influence: Wealth Managers (2022)

Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


Resources for Attorneys

  • Stay informed with our latest Market Commentaries.
  • Take advantage of Northwestern Mutual's Advanced Planning Library.

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 Web site 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.


Resources for Business Owners and Entrepreneurs

Mike and his team work with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer. Taking into account everything you'll need to start, grow, expand and transfer your business all while understanding the impacts to your personal financial plan.

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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.

Michael A Waxberg

Michael A Waxberg, CLU®, ChFC®, CFP®, RICP®

Private Wealth Advisor

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.