PROFILES
SPECIAL ADVERTISING SECTION
Mosaic Wealth Partners ERIC JAFFE, AIF®, RICP®, JD* 7529 Standish Place, Suite 345, Rockville, MD 20855 877-840-0770 | ejaffe@mosaicwp.com | www.mosaicwp.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. *Licensed, not practicing.
Q: What services does your firm provide? A: We work with clients to execute sustainable retirement strategies.
MICHAEL VENTURA
I began my career as an attorney in both the private and public sectors and have been applying the core skills from my legal background into my financial services practice for the last 20 years. Our firm develops long-term client relationships. As an Accredited Investment Fiduciary designee, I put my clients’ interests first. We strive to apply the highest level of personalized service. Many of our clients are pre-retirees and retirees and seek to maintain their standard of living throughout an extended retirement period. We use a planning-first approach, thoughtfully considering when clients can retire and what lifestyle they want to maintain through retirement. We employ customized investment strategies designed to minimize volatility and help our clients achieve their unique goals.
Brad Sherman PRESIDENT, SHERMAN WEALTH MANAGEMENT, LLC 9841 Washingtonian Blvd., Suite 200, Gaithersburg, MD 20878 240-428-1622 | bsherman@shermanwealth.com www.shermanwealth.com
Awards and Honors: Named "Top 100 Financial Advisors" by Investopedia; featured in CNBC, MarketWatch and The Wall Street Journal; co-host, “Launch Financial,” a weekly podcast. Q: What differentiates the Sherman Wealth Management
client experience?
so we always put you first, delivering cost and tax-efficient solutions. We do not take commissions from investment vehicles, mutual funds or any other financial product. That means we work just for you—our client. Second, we keep things uncomplicated by using state-of-the-art technology and easy-to-understand language. I founded this firm to make a difference for people who may be intimidated by the complexity and seeming exclusivity of personal finance and wealth management. Third, your portfolio and plan are custom-designed and simplified for your personal specific needs and risk tolerance levels. We take a holistic approach to our clients' financial future, incorporating both your shortand long-term goals. 48
JANUARY/FEBRUARY 2021 | BETHESDAMAGAZINE.COM
HILARY SCHWAB
A: As a fee-only Registered Investment Advisory firm, we are fiduciaries,