Trending...
- HBZBZL Unveils "Intelligent Ecosystem" Strategy: Integrating AI Analytics with Web3 Incubation
- A Well-Fed World, Youth Climate Save and PAN International Launch PHRESH: A Global Directory of Plant-Based Hunger Relief Organizations
- eJoule Inc Participates in Silicon Dragon CES 2026
Wealth Management Firm Builds Upon Lasting Legacy Promise with New Partner
CHICAGO - illiNews -- 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.
More on illi News
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.
More on illi News
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.
"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.
More on illi News
- Indian Peaks Veterinary Hospital Launches Updated Dental Services Page for Boulder Pet Owners
- Dugan Air Donates $10,000 to Indian Creek Schools
- Robert DeMaio, Phinge Founder & CEO, Ranked #1 Globally on Crunchbase, Continues to Convert Previous Debt Owed to Him by Phinge into Convertible Notes
- 2025: A Turning Point for Human Rights. CCHR Demands End to Coercive Psychiatry
- The 22% Tax Reality: Finland's New Gambling Law Creates a "Fiscal Trap" for Grey Market Casino Players
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.
More on illi News
- Inkdnylon Launches Ask Inkdnylon Decision Platform
- Phinge Founder & CEO Robert DeMaio Ranked #1 Globally on Crunchbase, Continues to Convert Previous Debt Owed to Him by Phinge into Convertible Notes
- A Chicago Woman Dies In A Shooting-related Car Crash
- Donna Cardellino Manager/Facilitator Signs Justin Jeansonne Country Singer-Songwriter To Exclusive Management Deal For Global Music Expansion
- Golden Paper Launches a New Chapter in Its Americas Strategy- EXPOPRINT Latin America 2026 in Brazil
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.
Source: Northwestern Mutual
Filed Under: Business
0 Comments
Latest on illi News
- CredHub and Real Property Management Join Forces to Empower Franchise Owners with Rental Payment Credit Reporting Solutions
- Leimert Park Announces Weeklong Kwanzaa Festival & Kwanzaa Parade Celebrating Black History, Culture, and Community
- Renowned Alternative Medicine Specialist Dr. Sebi and His African Bio Mineral Balance Therapy Are the Focus of New Book
- Psychiatric Drug Damage Ignored for Decades; CCHR Demands Federal Action
- Phil Marley Releases Two Music Projects While Seeking Kidney Donor
- Why Millions Are Losing Sexual Sensation, And Why It's Not Age, Hormones, or Desire
- Justin Jeansonne An Emerging Country Singer-Songwriter Music Fans Have Been Waiting For…a True Maverick
- Russellville Huntington Learning Center Expands Access to Literacy Support; Approved Provider Under Arkansas Department of Education
- UK Financial Ltd Launches U.S. Operations Following Delaware Approval
- Author Charlene Wexler Earns International Impact Book Award for We Won't Go Back
- Chicago: Mayor Brandon Johnson Statement On Trump Administration Restricting Housing And Healthcare For LGBTQ+ Community
- Chicago: Mayor Brandon Johnson, Office Of Reentry Host Holiday Toy Drive For Returning Residents
- CU Aerospace DUPLEX Satellite Deployed from ISS
- Pinealage: the app that turns strangers into meditation companions — in crowdfunding phase
- "Micro-Studio": Why San Diegans are Swapping Crowded Gyms for Private, One-on-One Training at Sweat Society
- Beycome Closes $2.5M Seed Round Led by InsurTech Fund
- Tru by Hilton Columbia South Opens to Guests
- Christy Sports donates $56K in new gear to SOS Outreach to help kids hit the slopes
- "BigPirate" Sets Sail: A New Narrative-Driven Social Casino Adventure
- Digi 995 Unveils New Official Website and Shop, Expanding the Digiverse