Heritage Planning Partners'Adam Waitzman Recognized As Leading National Advisor by Northwestern Mutual

Adam Waitzman, a Wealth Management Advisor and Founding Member of Heritage Planning Partners, is being honored with membership in the Northwestern Mutual 2020 Forum Group. Forum advisors are recognized for a comprehensive approach to integrated planning that leads clients to achieve financial peace of mind.

"This year, more than ever, there is heightened anxiety around financial security," said Corey D. McQuade, Managing Partner of Northwestern Mutual-Chicago. "With so many of Adam's clients being on the front lines for their communities during the COVID-19 pandemic, his work as a trusted advisor has dispelled some of that anxiety by providing reassurance they will get through these uncertain times and position them for the future."

Waitzman has built a nationwide financial planning practice focused on the unique needs of physicians and dentists. He also works with people going through major life transitions, such as the stress of a divorce or those preparing for retirement.

Forum award qualifiers represent the top segment of Northwestern Mutual's industry-leading financial representative field force; only five percent of more than 6,000 financial representatives receive this recognition annually. This is the 10th time that he has received the Forum honor.

Waitzman graduated from The University of Illinois Chicago with a degree in Finance and Entrepreneurship and joined Northwestern Mutual in 2002.

He is a native of Deerfield, where he resides with his wife and three children.