HURWITZ WEALTH ADVISORS
– David B. Hurwitz, CFP, AIF, RICP, BFA, APMA, CRPC, CRPS, Private Wealth Advisor
– Andrea “Noel” Rodriguez, CRPC, Client Service Manager
– David Powell, Financial Advisor
– Jackson Wiles, CFP, Associate Financial Advisor
– Caroline Dangel, CRPC, Associate Financial Advisor
Ameriprise Financial – We shape financial solutions for a lifetime.
Hurwitz Wealth Advisors, a private wealth advisory practice of
Ameriprise Financial Services, LLC
4800 Montgomery Lane, Suite 620
Bethesda, MD 20814
301-263-8509
hurwitzwealthadvisors@ampf.com
Q: What type of client do you specialize in?
A: Our typical clients are retirees with one to twenty million in assets. They are intelligent people who want to work with an experienced professional with expertise in financial planning, tax, estate and investment management strategies. They want a trusted confidant who can help them achieve their goals and reduce the time and stress associated with managing their finances. Our clients prefer to engage with us on an ongoing basis to discuss their finances, then return to their lives to enjoy retirement.
Q: What makes your client experience unique?
A: First and foremost, we listen. We learn about each of our clients—their goals, personal situation, personality and communication style. This allows us to personalize our advice and address both their financial and emotional needs. Our structured, proactive service model helps clients cut through “the noise” and stay informed about the markets, tax planning and estate-tax law strategies. Services are delivered by a team of professionals, each with a defined role and area of specialization. Our goal is to unburden our clients—to make things as easy as possible for them—and to help them make confident financial decisions so they can get back to living and enjoying their lives.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP certification mark (with plaque design) in the U.S.
Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
