Welcome
Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning, investment management, and comprehensive financial planning. Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families, business owners, and business executives.
Fred Wilkerson assists individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.
The planning process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.
He can help bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why.
Let Fred Wilkerson and his team help ensure that your values are the foundation of your estate plan.
Market Commentary
Click here to read weekly and quarterly market commentaries by Stephen C. Coleman, CFA, Chief Portfolio Manager - Fixed Income, Northwestern Mutual Wealth Management Company.
Articles of Interest
If you own or operate a business, Fred Wilkerson recommends the following articles:
- Getting Down to Business
- What's Key for Your Business?
- Starting Your Business
- Growing Your Business
- As Your Business Matures
- Transferring Your Business
For additional suggested articles, please click here.
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
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.