Erik T Whittle
Wealth Management Advisor
Let's Connect!
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2013-2023
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Awards
Award recognizing commitment to excellence in service to clients and industry
| The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award. |
Personal
I was born and raised on a horse farm in Northern New Jersey. After attending college in southern Vermont, I moved there full-time for work and as an alpine sports enthusiast to be closer to the mountains. While working at Stratton Mountain Resort I met my wife, Sarah. We eventually moved to beautiful Saratoga Springs NY in 1999, where we recently built our forever home. We enjoy all the area has to offer, from it's "health horses and history" to the arts, seeing local and national live music artists, hiking, biking, snowboarding at Gore and Whiteface Mtns, and hosting our friends and family from around the country.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Saratoga Bridges - A chapter of the ARC New York
In addition to many regional charitable and civic endeavors, I have been an active member of the Saratoga Bridges Gala fundraising committee since 2007-, a Foundation Board member since 2015. Holding various roles from Treasurer to my current role as President of the Foundation board and Sole member of the Foundation/Operations Board, As well as a member of their Endowment, and Strategic Planning Committees. Saratoga Bridges has been providing the highest level of programs to people with disabilities and their families for more than 60 years to ensure that they are able to reside, work, volunteer and socialize in the community. Vision Statement: Enriching lives by providing opportunities and partnerships. Values: Respect-Innovation-Teamwork-Excellence
Here are my areas of expertise
Wealth Management
Financial Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Long-Term Care Planning
Business Planning & Succession
Planning for Special Needs
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
