Financial Professionals PROFILES SPECIAL ADVERTISING SECTION
What services do you or your firm provide?
We see ourselves as the “CFO” of affluent families. This means we provide financial planning and
investment management services, but we go beyond. We coordinate with outside professionals
like CPAs and estate attorneys, incorporate complex planning aspects like liability and charitable
planning, and spend time educating the next generation on their financial lives to come. We want to
simplify the financial lives of clients as much as possible.
What is your investment approach?
In a word: discipline. We work with clients so that they commit to a goals-based investment strategy
that avoids overreaction to market turns. We also have an internal research team that takes a deep look
at the investment universe, allowing us to create tailored portfolios for each client.
What makes your client experience unique?
You might notice a lot of people in our photo, and that speaks to our approach. Beyond those shown,
we have 22 more in our Rockville headquarters, half of which are dedicated to our wealth management
practice. Each relationship is a collaborative team effort, and we give clients multiple points of contact.
This way we deploy the best strategies and solutions for each client, delivering a superior level of service
while bringing the expertise of our advisors (including numerous CFP®s, CFAs, and CPAs) consistently
to every relationship.
What made you want to become a professional adviser?
Many of us come from backgrounds in consulting and accounting, and this is reflected in our style. We
all saw a better way to deliver financial advice at some point, and we all bring that consultative spirit to
our work every day.
1 Preserve Parkway, Suite 610
Rockville, MD 20852
888-303-2357 | firstname.lastname@example.org
The Bronfman Rothschild Wealth Advisor Team
BILL SCHWARTZ, CFP®, CPA, MANAGING DIRECTOR & PRINCIPAL
(L to R): Jeff Dillman,
Deb Gandy, Blake Doyle,
“We want to simplify
the financial lives of
clients as much as
Bronfman E.L. Rothschild, LP is a registered
investment advisor (dba Bronfman Rothschild).
Securities, when offered, are offered through an
affiliate, Bronfman E.L. Rothschild Capital, LLC
(dba BELR Capital, LLC), member FINRA/SIPC
Certified Financial Planner Board of Standards, Inc.
owns the certification marks CFP®, Certified
Financial Planner™ and federally registered CFP
(with flame design) in the U. S., which it awards to
individuals who successfully complete CFP Board’s
initial and ongoing certification requirements.