Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Adams, Gut & Associates has direct access to the portfolio managers responsible for managing these Private Client Services accounts.


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Adams, Gut & Associates has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Adams, Gut & Associates has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

John R Adams, CLU®, ChFC®, CASL®, RICP®, CFP®
Financial Advisor


Adams, Gut & Associates

 

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