3D Wealth Management Earns Private Client Group Designation

3D Wealth Management is proud to announce its recent appointment to Northwestern Mutual’s Private Client Group (PCG). This recognition enabled the firm to deliver an enhanced, tailored approach to financial planning, wealth management and long-term financial security for clients. 

The ensemble-based advisory firm, which primarily serves clients throughout the Upstate of South Carolina, received the designation in June of 2025.

3D Wealth Management focuses on high-net-worth families and business owners, providing comprehensive financial planning that includes investment management, estate planning coordination and succession planning. The firm has also begun working more closely with the children of existing clients, helping the next generation build financial plans and manage inherited or growing wealth.

“Our goal has always been to provide clients with thoughtful, comprehensive guidance through every stage of their financial lives,” said Don Clardy, wealth management advisor at 3D Wealth Management. “Becoming a Private Client Group allows us to deepen that commitment by bringing additional resources and expertise to the families and business owners we serve.”

The four advisors who make up the firm have more than 60 years of combined tenure with Northwestern Mutual. That experience is complemented by diverse professional backgrounds across the team, allowing each member of the firm to bring unique insights and perspectives to the financial planning process.

“Every advisor on our team brings a unique perspective,” said Nick Walker III, wealth management advisor at 3D Wealth Management. “That range of experience allows us to approach complex financial decisions from multiple angles, ultimately leading to stronger outcomes for the clients we serve.”

As part of its continued growth, the firm recently added a director of investments, further expanding its portfolio management capabilities and enhancing the investment guidance available to clients.

Through the Private Client Group designation, the team also gains enhanced access to specialized planning resources, investment support and broader capabilities within Northwestern Mutual, helping further elevate the overall client experience.