Colbert Wealth Management is the practice of Julie A. Colbert, a Northwestern Mutual Wealth Management Advisor based in Jackson, Mississippi. The practice helps individuals and families consider their finances as a whole, combining insurance and investment strategies in an integrated plan tailored to clients’ goals and values. Its planning process begins with discovery to clarify objectives and identify gaps, moves to developing solutions, and then sets a timeline for putting the strategy into action. Colbert and her team also monitor plans over time and adjust them as clients’ circumstances change.

Through her Northwestern Mutual affiliations and applicable licenses, Colbert offers access to financial planning, insurance, investment brokerage, and investment advisory services. Northwestern Mutual’s broader offerings include life and disability insurance, annuities, life insurance with long-term care benefits, long-term care insurance, brokerage services, investment advisory services, and trust services. Product availability and services depend on licensing and the relevant Northwestern Mutual entity.