A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to…
Managing Director
Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member of the Investment Committee. He has extensive experience in developing individual tax, investment, and financial planning strategies. Bill has lectured to large employee groups and has been quoted in financial publications as well as The Washington Post. He is a member of the American Institute of Certified Public Accountants, the Financial Planning Association, Virginia Society of Certified Public Accountants, and a Board Member on the CFP® Board Business Model Council. He was also named one of Bethesda Magazine’s 2022 “Top Financial Professionals.”
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.