Northwestern Mutual’s Heartwood Planning Group Opens New Fort Wayne Office

Northwestern Mutual’s Heartwood Planning Group has officially opened its new office in Fort Wayne, marking a significant investment in the company’s long-term commitment to supporting local families and businesses. The organization celebrated the milestone with a ribbon-cutting event held earlier this fall, bringing together advisors, clients, community partners and the local contractors who helped bring the new space to life.

The new office, located at 9604 Coldwater Road, Ste. 205, provides a modern, collaborative environment where individuals and business owners can connect with advisors for comprehensive financial planning. The build-out also showcased the strength of the local business community, with Fort Wayne-area contractors, designers and tradespeople contributing to the project.

“As our team continues to grow, this new space allows us to deepen our roots in Fort Wayne and better support the families and professionals who rely on us,” said Jeff Rapp, partner and private wealth advisor at Heartwood Planning Group – Northwestern Mutual Private Client Group. “We’re proud to open a space that reflects our commitment to long-term relationships, trusted guidance and meaningful community investment.”

“This new space allows us to deepen our roots in Fort Wayne and better serve the families and professionals who rely on us for long-term planning and support,” said Partners and Private Wealth Advisors Matt Henry and Jeff Rapp. “We’re grateful to everyone who joined us this fall to celebrate this milestone.”

The grand opening included a ribbon cutting ceremony, guided office tours and time for members of the community to connect. The event highlighted both the expansion of Heartwood Planning Group’s presence in the region and the collaborative effort that shaped the office environment from the contractors who constructed the space to the clients and partners who continue to drive the firm’s mission.

“This new office represents an exciting next chapter for our team and the Fort Wayne community,” Rapp added. “By creating a space that is both welcoming and accessible, we’re making it easier for individuals and business owners to have meaningful, empowered financial conversations that support their goals for years to come.”

Heartwood Planning Group provides personalized financial planning, investment strategies and wealth-building guidance for individuals, families and business owners across northeastern Indiana. The new office reinforces Northwestern Mutual’s broader commitment to helping communities thrive through long-term planning, philanthropy and strong local partnerships.

To learn more about Heartwood Planning Group or to connect with an advisor, visit www.heartwood.nm.com.