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Excellentia Capital - Northwestern Mutual Private Client Group

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Excellentia Capital - Northwestern Mutual Private Client Group

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Excellentia Capital helps families grow, protect, and pass on wealth—guided by trust and excellence.

11/02/2026

Please join us in welcoming Brady Cusack to Excellentia Capital!

Since joining our operations team, Brady has brought a strong commitment to serving others and delivering an exceptional client experience. A U.S. Navy veteran and experienced financial services professional, he exemplifies the discipline, integrity, and dedication that are at the heart of who we are.

Outside of work, Brady enjoys spending time with family and friends, great food, bringing people together, and making the most of time spent with others.

We're so glad to have you on the team, Brady.

11/01/2026

Join us in wishing a very Happy Birthday to our Planning Assistant, Mariem!

Her optimistic spirit, thoughtful insight, and dedication to excellence make a positive impact on our team every day. We appreciate you!

Wishing you a fantastic birthday and a year ahead filled with joy and success!

10/30/2026

Tax planning doesn't have to keep you up at night.

Fall is the perfect time to review your investments and prepare for year-end. Strategies like tax-loss harvesting may help offset capital gains, while portfolio rebalancing can keep your investment mix aligned with your long-term objectives. With the right guidance, tax planning can feel less overwhelming and more like an opportunity to make the most of your financial plan.

Ready for a year-end check-in? Schedule time with your advisor today: https://www.excellentia-capital.com/schedule-a-meeting

10/28/2026

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=089170

10/28/2026

Today we're celebrating Matt and his 2-year anniversary with our team!

His thoughtful approach, commitment to excellence, and genuine care for others have made a lasting difference for both our clients and our office. We're grateful for the expertise, dedication, and positive impact he brings each day.

Congratulations, Matt, and thank you for all you do!

If you'd like to connect with Matt about your financial goals, schedule time on his calendar today: https://www.excellentia-capital.com/schedule-a-meeting.htm

10/15/2026

Today on National HSA Day, we're highlighting the power of an HSA. With tax advantages and long-term savings potential, it's a valuable tool for both your health and your financial future.

Read more: https://www.northwesternmutual.com/life-and-money/how-to-make-the-most-of-your-health-savings-account-hsa?utm_source=facebook&utm_content=_&agentid=089170

We'd love to help you explore whether it's the right fit for your goals. Schedule time to meet with your advisor: https://www.excellentia-capital.com/schedule-a-meeting

10/09/2026

We're here for you.

Our team includes 5 Spanish-speaking team members and 1 Spanish-speaking Wealth Management Advisor, helping us better serve the diverse individuals, families, and communities we call home. From Eastern Washington and beyond, we're committed to providing personalized financial guidance and support every step of the way.

Ready to get started? Schedule a meeting with Mario or call our office at 509.459.9121, and we'll connect you with a member of our Spanish-speaking team.

https://www.excellentia-capital.com/schedule-a-meeting

10/08/2026

Maximize Gifts. Minimize Taxes.

A thoughtful gifting strategy can help support the people you care about while potentially reducing future tax burdens. Learn how annual gifting, education funding, and other wealth transfer strategies may fit into your financial plan.

Read more: https://www.northwesternmutual.com/life-and-money/make-the-most-of-your-gifting-strategy-and-reduce-taxes/?utm_source=facebook&utm_content=_&agentid=089170

Schedule a time to meet with your advisor: https://www.excellentia-capital.com/schedule-a-meeting

10/07/2026

Financial Success Doesn't Ignore Tax Strategy. It Leans Into It.

It's about keeping more of it. As year-end approaches, now is the time to explore opportunities like maximizing retirement contributions, tax-loss harvesting, strategic charitable giving, and Roth conversion planning. Small tax-smart moves today can make a meaningful difference tomorrow.

https://www.northwesternmutual.com/life-and-money/year-end-tax-strategies/?utm_source=facebook&utm_content=_&agentid=089170

As we approach year-end, appointment availability is becoming limited. Secure a time to meet with your advisor here: https://www.excellentia-capital.com/schedule-a-meeting

10/06/2026

1 Commitment to Excellence. 2 Office Locations. 30+ States Served.

Distance doesn't define the relationship.

Whether you're located in Washington or across the nation, our team is dedicated to providing personalized guidance for every stage of life.

We're here for you, your family, your business, and your future.

Schedule Today - https://www.excellentia-capital.com/schedule-a-meeting

Address

12939 E Pinecroft Way, Suite 200
Spokane Valley, WA
99216

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+15094599121

Website

http://excellentia-capital.com/

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