The Bennett Hurwitz Group, based in New York, NY, is a highly recognized and respected wealth management team at UBS Financial Services Inc. Led by Brian Bennett, a seasoned Managing Director with over two decades of experience, the group offers insight-based advice and customized financial planning to guide clients through major life events and help them preserve and pass on their wealth. With a commitment to quality client service and a comprehensive suite of services, The Bennett Hurwitz Group aims to be the primary source of financial advice for their clients.
Marc Hurwitz, a Senior Vice President and partner in the group, brings over 17 years of financial services industry experience and specializes in developing and implementing comprehensive financial plans. As a Chartered Retirement Plans SpecialistSM, Marc works closely with clients to create retirement roadmaps, considering multiple financial objectives, retirement income sources, tax-aware investment strategies, and estate planning. With their expertise and personalized approach, The Bennett Hurwitz Group is dedicated to helping clients achieve their financial goals.
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