Spire Investment Partners
Sr. Wealth Manager
For more than 20 years, Dave Urovsky has helped Maryland residents toward achieving their financial goals through comprehensive financial planning and wealth management. Our team of professionals play an active role in the long-term success of our clients’ financial lives. Our clientele is broad-based and includes school teachers, hospital employees, and small business owners who live and work in our community.
Our work process begins with you. We take the time to really get to know you as an individual. In our first meeting, we’ll ask about your current financial circumstances - such as annual income and monies set aside for retirement. We’ll also discuss your anticipated financial goals and the time horizons you have in mind. Following our study of this information, we’ll develop a customized financial plan that offers several approaches to investing - all of which are clearly defined, manageable and respond to the criteria you’ve provided. After you select the approach that seems most appropriate, we’ll finalize and enact the plan, using the vast array of financial products available in the marketplace.
Our service to clients has resulted in many long-term relationships. We are honored by the confidence our clients have in us and the firm’s extremely high client retention rate. Should you want assistance with your financial planning or wealth management, we would sincerely welcome your inquiry.