HPP's D'Aquila and Voigt Earn Certified Private Wealth Advisor®

Wealth Management Advisors Michael D'Aquila and Benjamin Voigt, co-founders of Heritage Planning Partners, a Northwestern Mutual Private Client Group firm, have earned the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute.

"We are proud of Mike and Ben, whose growth mindset challenges them to be the best version of themselves for their clients," said Corey D. McQuade, managing partner of Northwestern Mutual-Chicago. "This is yet one more step in their professional development that recognizes their integrity and expertise in serving the unique considerations of their affluent clients through comprehensive planning."

Advisors who earn the CPWA® certification learn to identify and analyze challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. During the certification process, CPWA® candidates gain a specialized skillset geared toward the lifecycle of wealth: accumulation, preservation, and distribution.

D'Aquila joined Northwestern Mutual in 2003 and has grown his practice focusing on the needs of professionals in financial services, capital markets, and real estate.

In addition to a BA in Finance from Loyola University Chicago, D'Aquila holds the Certified Financial Planner (CFP ®), Chartered Life Underwriter (CLU®), and Wealth Management Certified Professional (WMCP®) designations.

Voigt joined Northwestern Mutual in 2001 and specializes in working with retirees and pre-retirees and people in consulting and private equity.

In addition to a BA in Psychology from the University of Notre Dame, Voigt holds the Certified Financial Planner™ (CFP®), Retirement Income Certified Professional® (RICP®), and Chartered Life Underwriter (CLU®) designations.

In 2016, D'Aquila and Voigt joined with Adam Waitzman, CLU®, to form Heritage Planning Partners, a Northwestern Mutual Private Client Group firm based in Chicago. Learn more at https://heritageplanningpartners.nm.com/

About the Investments & Wealth Institute®

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2021.