Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

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T he SPECIAL ADVERTISING SECTION THE ROSENWALD TEAM usiness o Business Se endo Business Servic Left to right: FIVE STAR Wealth Managers Matthew D. Kunkel and Beth C. Rosenwald; Leksi Kovalerchik Thank You to All of Our Clients, Friends and Families for Your Continued Support • Managed income distribution strategies • Comprehensive wealth management solutions • Family legacy planning Designation: CERTIFIED FINANCIAL PLANNER practitioner, Senior Vice President, Branch Director, Financial Consultant Rosenwald Team is a multigenerational wealth management practice. Our holistic approach to wealth management planning encompasses all family affairs bringing together a variety of financial and wealth-focused FS-24 / baltimoremagazine.net / FEBRUARY 2011 2800 Quarry Lake Drive, Suite 260 • Baltimore, MD 21209 Phone: (410) 318-5074 • Toll-free: (866) 851-0550 beth.rosenwald@rbc.com • www.therosenwaldteam.com 2011 FIVE STAR WEALTH MANAGERS escendo Business Services tools to help you preserve and protect your family’s assets and your legacy. Our mission is to provide proactive guidance while serving our clients’ best interests in order to sustain family wealth. Crescendo Business Servic RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. scendo Business ndo Busin Bu Crescendo Business Se ©2011 Crescendo Business Services
T emenos SPECIAL ADVERTISING SECTION GEORGE L. TAYLOR usiness o Business Se endo Business Servic Left to right: Alexander G. Campbell, III and FIVE STAR Wealth Manager George L. Taylor Noticeably Different in a Crowded Field Advisory is a different kind of financial services company. The CEO, George L. Taylor, CFP® and President, Alexander G. Campbell, III (Zandy), along with the company’s other principals spent a combined 80 years working for larger financial institutions. Tired of working to balance the often conflicting “best interest” of the institutions they represented and that of their clients, the Temenos Advisory team worked to build a new company with clarity of purpose — we strive to collectively focus each day, all day, on what is 2011 FIVE STAR WEALTH MANAGERS Temenos: The inner sanctuary in ancient Greek temples — a place of safe keeping, shielded from the chaos of the external world. escendo Business Services singularly in the best interest of each of our clients. In doing so, we represent our clients in a variety of capacities. We are money managers, financial advisors, multigenerational wealth advisors and business and pension consultants for small to mid-sized business owners. Most importantly, we are stewards of our clients’ assets and financial future — a privileged responsibility we take seriously and protect in an ever-conscious manner. Crescendo Business Servic 265 Chestnut Hill Road • Litchfield, CT 06759 | 1340 Smith Avenue, Suite 200 • Baltimore, MD 21209 300 Main Street, Suite 201-C • St. Simons Island, GA 31522 | Phone: (888) 769-9149 • Fax: (800) 466-9603 info@temenosadvisory.com • www.temenosadvisory.com Crescendo Business Se www.fivestarprofessional.com FEBRUARY 2011 / baltimoremagazine.net / FS-25 scendo Business ndo Busin Bu
Page 1 and 2: SPECIAL ADVERTISING SECTION usiness
Page 3 and 4: BUSINESS PLANNING BUSINESS PLANNING
Page 5 and 6: FINANCIAL PLANNING Beth Rosenwald R
Page 7 and 8: INVESTMENTS Lauren Rebbel Slavie Fi
Page 9 and 10: W ell, SPECIAL ADVERTISING SECTION
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Page 15 and 16: C harles SPECIAL ADVERTISING SECTIO
Page 17 and 18: P rior SPECIAL ADVERTISING SECTION
Page 19 and 20: K issinger SPECIAL ADVERTISING SECT
Page 21 and 22: • Act out of fiduciary standard
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Page 29 and 30: SPECIAL ADVERTISING SECTION MARCY A
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Page 33 and 34: JEFFREY D. CARLSON Tailored Advice
Page 35 and 36: I n ELADIO A. SANTIAGO 6230 Old Dob
Page 37: J.W. THOMAS II 180 Admiral Cochrane

Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

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