Financial Advisor

In his role as a financial advisor, Eric Botwinik works with a select group of clients, highly skilled executives, professionals, business owners and retirees. With his objective advice, he tailors personalized financial plans and investment strategies to meet his clients’ goals. His background and experience enables him to create asset allocation strategies for his clients’ portfolios and guide his clients through some of the most complex financial matters concerning investment portfolio management, retirement planning, insurance analysis and estate planning.