Heritage Planning Partners Welcomes Northwestern Mutual Private Wealth Advisor Brian Stanley

Wealth Management Firm Builds Upon Lasting Legacy Promise with New Partner
By: Northwestern Mutual
CHICAGO - Feb. 28, 2024 - PRLog -- Heritage Planning Partners, a Northwestern Mutual Private Client Group founding member, is expanding its leadership team and welcoming Brian Stanley as a new partner with the wealth management firm.

"With a proven track record of deep-rooted client relationships over the past 20+ years, Brian shares our vision for partnership-driven client service and purpose-driven financial planning," said Adam Waitzman, Heritage Planning Partners partner and co-founder. "Equally important is our shared belief that there is great value to our clients with a like-minded, multidisciplinary, multi-generational team to support their objectives."

Stanley joined Northwestern Mutual in 2001, building a nationwide holistic financial planning practice focusing on private equity and finance professionals, attorneys and doctors' unique needs.

As a leading private wealth advisor, he was recognized as a Forbes Top Financial Security Professional Best-In-State in both 2022 and 2023.  He also has earned Northwestern Mutual's Forum Award, which places him among the top 5% of advisors nationwide for his ability to help clients plan and implement, balancing the company's robust technology platform with personal relationships and communication.

"By joining Heritage Planning Partners, we are building on our foundational strength, elevating our expertise and planning solutions while providing continuity to serve our clients," said Stanley. "My team and I are committed to strengthening the firm and creating a lasting legacy for our clients."

Stanley is a graduate of the University of Notre Dame with a degree in finance.

He is chairman of The Foundation of Saint Joseph Health System (https://www.sjmed.com/foundation/about-us/board-of-directors) and a board member of the Community Foundation of St. Joseph County (https://cfsjc.org/about-us/foundation-board/) in South Bend, Ind.

He resides with his wife and three children in Mishawaka, Ind.

About Heritage Planning Partners

Heritage Planning Partners (https://heritageplanningpartners.nm.com/index.html), a founding member of Northwestern Mutual's Private Client Group, is a purpose-driven financial planning and wealth management firm.  With offices in Chicago and Mishawaka, Ind., the multi-disciplinary, multi-generational team serves clients nationwide, focusing on financial health, risk management, wealth management, and retirement and income distribution.

Karen Spillers
Source:Northwestern Mutual
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Location:Chicago - Illinois - United States
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