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Planning Opportunities for Business OwnersPlanning Opportunities for Business Owners

Advising your clients to plan for business succession before they are forced to do so.

February 13, 2020

 

Wilmington Trust, N.A.

Drew Horwitz
Vice President and Deputy Wealth Strategist
Wilmington Trust, N.A.

Drew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout Central Pennsylvania. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning and philanthropic planning.