Financial Professionals PROFILES SPECIAL ADVERTISING SECTION
W A B 9841 Washingtonian Blvd., Suite 380 | Gaithersburg, MD 20878
240-813-1300 | www.mckinleycarter.com
Additional Locations in Pittsburgh, Wheeling, Charleston, Parkersburg
What kind of client do you specialize in?
We work best with those motivated by a vision for their financial futures, but
without the time or expertise to develop and execute a plan. By actively engaging and implementing agreed upon strategies, we help individuals and families
identify and pursue their personal wealth aspirations, non-profit organizations
effectively manage their endowments, and business owners meet the fiduciary
responsibilities of their group retirement benefits.
What makes your client experience unique?
We strike the right balance. Our firm is large enough to help our clients and
small enough to know them well. We have a deep bench, learn from each other
and bring that shared expertise to each client situation. As fiduciaries, we act in
the client’s best interests. It’s the only way we know.
Brian R. Lipton, CFP®, CPA, PFS, AIF®
MCKINLEY CARTER WEALTH SERVICES
Wealth Management Services, Group Retirement Plan Services, Nonprofit
(L to R): Brian R. Lipton, CFP ®, CPA, PFS, AIF ®,
Deanna Tomasetti, CFP ®, and Dave Walker, AIF ®
6400 Goldsboro Road, Suite 550 | Bethesda, MD 20817
301-263-8509 | www.davidbhurwitz.com
What type of client do you specialize in?
I specialize in clients who are preparing themselves for retirement or currently
in retirement with a typical account size between $500,000— $5,000,000.
These are often Baby Boomers looking for a straightforward framework to
create a sound retirement plan. My professional designations are specific to
the planning needs surrounding retirement: strategies for creating retirement
income, wealth management and estate planning.
What makes you different than others in your profession?
I believe I have a unique ability to present information to clients in a way that
they can easily understand and that allows them to confidently take action. I
carefully listen to their specific issues and concerns and recommend solutions tailored to their goals and preferences. I take a comprehensive approach
to financial planning and have an ongoing service model to help ensure I am
adapting to the changing needs of my clients and the market.
David Hurwitz, CFP®, CRPS®,
CRPC®, RICP®, APMA®
AMERIPRISE FINANCIAL SERVICES
AWARDS AND HONORS
Ameriprise Circle of Success 2007, 2008, 2010, 2011, 2013, 2015, 2016;
Five Star Wealth Manager award from Five Star Professional 2015, 2016, 2017.
Investment advisory services and products are made available through
Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
© 2017 Ameriprise Financial, Inc., All rights reserved.