Northwestern Mutual Investment Services

Northwestern Mutual Investment Services company description

Laclede Private Capital was founded to deliver a more sophisticated, client-first approach to wealth management, one designed specifically for individuals and families with complex financial lives. After more than two decades in the industry, Justin Tate built and led a highly successful practice serving high-net-worth and ultra-high-net-worth clients across the country. Over time, it became increasingly clear that traditional platforms were not designed to fully support the level of customization, access, and strategic flexibility these clients required. Limitations in structure and capabilities often created unnecessary constraints at the exact moments when thoughtful, forward-looking guidance mattered most. Laclede Private Capital was established to remove those constraints. As an independent firm, Laclede Private Capital is built to deliver an institutional-quality experience with the flexibility to tailor strategies to each client’s unique circumstances. With the support of a robust operational and compliance infrastructure, the firm is able to provide access to a broader universe of investment opportunities and more sophisticated planning strategies, without compromise. At its core, the firm is grounded in a fiduciary mindset: every decision, every recommendation, and every strategy is made with the client’s best interest as the guiding principle. Laclede Private Capital is intentionally designed to serve a select group of clients who value discretion, expertise, and a long-term partnership in managing and preserving wealth.

• Employee count

  1-10

• Industry

  Investment Management

• Headquarter address

  St. Louis , Missouri 63102, US

• Country

  United States

• Founded

  2026

• Company website

  https://lacledeprivatecapital.com