My Mission

As a Northwestern Mutual Wealth Management Advisor, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a plan of action to help you reach those goals, and show you ways to implement them.
—Stephen P Whittemore

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Hartford Foundation for Public Giving

Stephen Whittemore, CFP1, RICP®, CLU®, ChFC® ,CASL® volunteers his time on the Hartford Foundation for Public Giving’s Professional Advisory Committee. Established in 1993, the Professional Advisory Committee provides valuable feedback to Hartford Foundation staff on philanthropic strategies, communications efforts, and community reactions and attitudes. The committee also advises the Foundation on trends, and opportunities to engage individuals and families in the region’s charitable community.

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Congratulations Stephen P. Whittemore

Steve has recently earned
the Retirement Income Certified Professional designation.

The Retirement Income Certified Professional (RICP®) advanced designation focuses on transitioning from asset accumulation to creating a sustainable livelihood for our clients in retirement.

RICP® planning offers relevant solutions to modern retirement income planning scenarios. In response to the US Department of Labor's new fiduciary rule, RICP® planning reflects the changing landscape of the financial services environment.

To receive the RICP® designation, Steve agrees to comply with The American College Code of Ethics and Procedures.

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.

Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)2

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.3

$8.2B

In dividends expected to be paid in 2025.4

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.5

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