Heartwood Planning Group | Northwestern Mutual Private Client Group
Fort Wayne, United States (US) · Finance and Banking
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Complete · Accuracy
Last verified
May 2026
#financial planning
#retirement planning
#risk management strategies
#investment strategies
#business planning
#estate planning
Overview
Heartwood Planning Group is a Fort Wayne, Indiana-based financial planning partnership, part of the Northwestern Mutual Private Client Group. We provide comprehensive, needs-based financial planning solutions to help individuals and families build long-term financial strength and stability.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
Contact Details
+1260-443-7653
info@heartwood.nm.com
Fort Wayne, United States (US), 110 W Berry St
+2
Founded
2021
Company Type
Partnership
Employees
10-20
Categories
Keywords
#financial planning
#retirement planning
#risk management strategies
#investment strategies
#business planning
#estate planning
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