Next Phase Advisory Group Email Format
Financial ServicesIllinois, United States11-50 Employees
Next Phase Advisory Group is a financial services firm that serves high-net-worth professionals and business owners by integrating life planning with financial planning. The firm emphasizes holistic, long-term guidance that goes beyond investment management, aligning retirement planning, insurance solutions, intergenerational planning, and wealth management with a client’s broader life goals. Located in Downers Grove, Illinois, the company operates as a Private Client Group within Northwestern Mutual, leveraging resources to support high-wealth clients. The team emphasizes close, relationship-driven service aimed at helping clients articulate and pursue their desired life outcomes. The description notes recognition from Forbes for its Best-In-State Wealth Management Teams in 2025, reflecting external acknowledgment of its advisory quality.