Broadhead Capital - Northwestern Mutual Private Client Group

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.

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Happy Birthday to Mariko Cheng!Mariko plays an important role in supporting our advisors and clients through financial p...
06/22/2026

Happy Birthday to Mariko Cheng!

Mariko plays an important role in supporting our advisors and clients through financial planning, client meetings, investment account servicing, and detailed analysis behind the scenes. Her passion for the finance industry and commitment to continuous growth are evident in the thoughtful approach she brings to her work each day.

Mariko, we hope you have a wonderful day celebrating and a great year ahead.

We recently had the opportunity to welcome the Elkhorn Marketing Group team to our office for a content day focused on r...
06/17/2026

We recently had the opportunity to welcome the Elkhorn Marketing Group team to our office for a content day focused on recording social media videos and capturing new content for Broadhead Capital.

As our marketing partner, EMG plays an important role in helping us share our story and connect with our clients and community. While we collaborate closely throughout the year, it was great to spend time together in person, exchange ideas, and create content as a team.

Of course, no visit would be complete without a little fun. The EMG team joined us in pulling off the "Anything But a Cup" prank on Jason and Will, resulting in some creative drinkware choices and plenty of laughs throughout the day.

We appreciate the partnership and always enjoy the opportunity to connect face-to-face. Looking forward to what's ahead.

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

Happy Birthday to John Lynch!John is a reliable problem solver, a resourceful collaborator, and someone who takes owners...
06/14/2026

Happy Birthday to John Lynch!

John is a reliable problem solver, a resourceful collaborator, and someone who takes ownership of challenges until they’re fully resolved. Whether guiding clients through the obstacles they face or working with colleagues to streamline processes, his goal is to bring value, clarity, and trust to every interaction.

John, we hope you have a great day celebrating and a wonderful year ahead.

Happy Industry Anniversary to Luke Slentz!Since beginning his career in the financial services industry in 2019, Luke ha...
06/11/2026

Happy Industry Anniversary to Luke Slentz!

Since beginning his career in the financial services industry in 2019, Luke has brought a steady, detail-oriented approach to his work and continues to play an important role in supporting our team and clients. His professionalism and commitment to operational excellence make a meaningful impact each day.

Luke, we appreciate all that you do and look forward to your continued growth and success in the years ahead.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Please join us in welcoming Michael Landry to the Broadhead Capital team as an Associate Financial Representative.Michae...
06/09/2026

Please join us in welcoming Michael Landry to the Broadhead Capital team as an Associate Financial Representative.

Michael recently graduated from Louisiana State University with a degree in Accounting. During his time at LSU, he gained experience as a tax accounting intern while balancing work and school, helping build a strong foundation for his career in financial services.

Michael is passionate about helping people make informed financial decisions and enjoys the continuous learning that comes with financial planning. He values the opportunity to make a meaningful impact in the lives of others and is excited to begin serving clients alongside our team.

We're excited to have Michael on board and look forward to the perspective, energy, and dedication he brings to Broadhead Capital.

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

Address

Victoria, TX

Opening Hours

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

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