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Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

Wealth Management

Northwestern Mutual Wealth Management Company offers the following options:

  • Separate Equity Account Management of individually issued stocks with professional money management. Using individual securities allows us to maximize tax efficiency, facilitate transition of assets and manage existing portfolio needs, while allowing you to exclude stocks that you'd prefer to not own.
  • Separate Fixed Income Account Management includes government, corporate and municipal issued securities. Our fixed income techniques allow you to accommodate your distinct cash flow needs and manage yield risk.
  • Advisory Annuity Services are also available. Please contact your wealth management advisor for details.