Marshall Serwitz, in 1969, assumed leadership of his family business. With the sale of the business in 1976, he experienced the challenges of transitioning from illiquid wealth to liquid wealth. Marshall was particularly frustrated by the marketing-driven, superficial services of "wealth management" offerings and the unprofessional manner in which services were provided by institutional "servicing" staff who themselves had no experience or appreciation of affluence. No less disturbing were the poor investment results. In 1989, Marshall approached Bob Sullivan to establish Sullivan & Serwitz with two overriding objectives: to create wealth continuity among generations and promote stewardship of a family's resources
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
Connect with us
12150 Monument Drive, Suite 400 Fairfax, VA, 22033