Excellentia Capital - Northwestern Mutual Private Client Group
Hours:
12939 E Pinecroft Way #200, Spokane Valley WA 99216 Hours
About Excellentia Capital - Northwestern Mutual Private Client Group
Excellentia Capital is a private client group of Northwestern Mutual, serving individuals and families across Spokane Valley, Tri-Cities, and Wenatchee, Washington. Formerly known as L2 Wealth Management, we’ve entered a new chapter with a new name and a new look—while staying grounded in the same vision: helping you move confidently toward the future you’re building. New name. New look. Same commitment to excellence. We work alongside you as a trusted guide, helping you manage, grow, and protect the wealth you’ve worked hard to build—so your family, your values, and your legacy can rise above the noise of everyday decisions. Our approach is thoughtful, personal, and designed to bring clarity, confidence, and continuity across generations.
Most Recent Reviews
April 2023
Informative, knowledgeable and helpful in dealing with all aspects of financial planning and insurance needs
October 2017
Highly recommend! My family and my former business used his father for years for our financial planning and now since his father retired we have been most happy with Mark's advice.
October 2017
Sharp and Honest are hard to find. Mark has always been both for my business office disability policy. Highly recommend.
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