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

Broadhead Capital - Northwestern Mutual Private Client Group

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Victoria, TX
Broadhead Capital - Northwestern Mutual Private Client Group

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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.

11/03/2026

Thrilled and proud to announce Northwestern Mutual’s 2027 expected dividend payout, but even prouder to share what’s behind it: our commitment to policyowners and delivering value over the long term. It’s the value Northwestern Mutual was built for and designed to share. See what powers our dividend payout: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=014337

10/31/2026

Happy Halloween from Broadhead Capital!

Whether your plans include trick-or-treating with the kids, handing out candy, or enjoying a few treats of your own, we hope you have a fun and safe Halloween.

10/29/2026

Happy Birthday to our Director of Insurance Operations, Luke Slentz!

Luke is someone our team can count on to keep things moving, solve problems, and bring a thoughtful approach to everything he does. His knowledge and attention to detail are a huge asset to Broadhead Capital, but we’re just as grateful for the person and teammate behind the role.

We hope you get the chance to celebrate with Nancy and enjoy a great day, Luke. Happy Birthday!

10/28/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/27/2026

Next up in our Get to Know the Team series is Kylie McCarthy!

We're giving you a chance to get to know the people behind Broadhead Capital beyond their day-to-day roles. In this video, Kylie shares a little more about herself, her interests outside of work, and a few things you might not know about her.

Watch along to get to know Kylie a little better!

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.

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.

Address

Victoria, TX

Opening Hours

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

Website

http://broadheadcapital.nm.com/

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