Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

Custodial Accounts

A custodial agency account allows individuals to retain control of the management of their investment portfolios, while taking advantage of the expertise a trust company can provide by retaining custody of their assets.

A custodial account can be altered or terminated at any time and remains under your complete control. The account is created without granting investment authority to Northwestern Mutual Wealth Management Company.