Broadhead Capital - Northwestern Mutual Private Client Group

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Broadhead Capital - Northwestern Mutual Private Client Group Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.

We take a holistic approach that focuses on 16 different but interconnected areas of each client. That focus allows us to develop, implement, and maintain a comprehensive retirement income and estate plan for our clients that will span generations and is backed by the highly qualified Broadhead Capital team. We work with individuals and businesses across varying industries and locations around the country. We place you (the client) at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances. We can help manage your personal life insurance to the company 401K plan along with everything in between. We insist on understanding all facets of your financial plan before making any specific recommendations and will work in conjunction with other members of your team (CPA, Attorney, Banker, etc.) to insure your plan is executed appropriately. We look forward to speaking with you.

Giving back with our team at The Samaritan Inn in McKinney, TX! The Samaritan Inn is a non-profit comprehensive housing ...
10/26/2026

Giving back with our team at The Samaritan Inn in McKinney, TX!

The Samaritan Inn is a non-profit comprehensive housing program that helps individuals realize dignity and gain independence. In 2025 alone, 550 people called the Inn home. They provided 73K nights of safe shelter and served 104K healthy meals and snacks. 279 children lived there, and 19 pets enjoyed 1,842 nights of a comfortable place to sleep. That’s not even counting the 1.2M pounds of food distributed through their food pantry!

Our team pitched in on the nature trail, the closet clean-up, the food pantry, and the resale store. It was a great day, and we’re grateful for the chance to support such a meaningful mission.

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

A financial plan is more than a retirement account, an investment portfolio, or a monthly budget. It’s the strategy that...
10/20/2026

A financial plan is more than a retirement account, an investment portfolio, or a monthly budget. It’s the strategy that helps all the different pieces of your financial life work together.

It starts with understanding where you are today and what you want your money to help you accomplish. From there, your plan can account for everything from managing cash flow and investing to retirement, taxes, insurance, estate planning, and the unexpected changes that happen along the way.

So, why do you need one?

Because financial decisions rarely happen in a vacuum. A decision about when to retire could affect your investment strategy. A growing business could change your insurance or estate planning needs. A major purchase today could influence a goal several years from now.

A financial plan gives those individual decisions context and creates a roadmap that can evolve as your life does.

If you’re ready to see what comprehensive financial planning could look like for you, connect with our team at https://broadheadcapital.nm.com/?utm_source=facebook&utm_content=_&agentid=014337.

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Year-end may still feel a ways off, but if Required Minimum Distributions are part of your retirement plan, now is a goo...
10/14/2026

Year-end may still feel a ways off, but if Required Minimum Distributions are part of your retirement plan, now is a good time to make sure they’re on your radar.

RMDs are the minimum amount you’re generally required to withdraw each year from certain retirement accounts once you reach the applicable age. Traditional IRAs, SEP and SIMPLE IRAs, 401(k)s, 403(b)s, and certain other retirement plans can be subject to RMD rules.

And taking the distribution is only one part of the conversation. RMDs are generally included in taxable income, so it can be helpful to think about how your withdrawal fits into your broader income and tax strategy for the year.

If you’re unsure what you need to take, when you need to take it, or how your RMD fits into the rest of your retirement plan, now is a good time to review it.

Sometimes a midday lunch together is exactly what the team needs!Our Dallas team stepped away from their desks to grab l...
10/12/2026

Sometimes a midday lunch together is exactly what the team needs!

Our Dallas team stepped away from their desks to grab lunch together and enjoy some time outside the usual workday routine. It’s always nice to take a break, catch up with one another, and come back to the office feeling a little more recharged for the rest of the day.

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

We’re continuing our team spotlight series with Michael Landry, Associate Wealth Management Advisor!Outside the office, ...
10/06/2026

We’re continuing our team spotlight series with Michael Landry, Associate Wealth Management Advisor!

Outside the office, Michael likes to stay busy. He spends a lot of his free time golfing with friends, watching sports, and planning trips where he can be active, whether that’s fishing, skiing, or spending time at the lake.

Family is also a big part of Michael’s life, especially around the holidays. In his family, that means getting everyone together and going all in on a Cajun-style holiday meal.

And if LSU football is on, you already know who Michael is rooting for. He’s a passionate LSU fan and will be the first to tell you about it.

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

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Victoria, TX

Opening Hours

Monday 8am - 5am
Tuesday 8am - 5am
Wednesday 8am - 5am
Thursday 8am - 5am
Friday 8am - 5am

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