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Our financial advice team


Matt Hurwitz, Branch Manager serving the New Haven, CT area - Ameriprise Advisors

Matt Hurwitz

CFP®, APMA

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
PWI Wealth Partners
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 65
  • Series 24
  • Life & Health Insurance License

Education

  • State University of New York at Albany (SUNY) | 2006 | Bachelor of Liberal Arts

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2021
  • Ameriprise Client Experience Award, 2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Assistant Branch Manager | David Lerner Associates, 2015-2018
  • Financial Advisor | David Lerner Associates, 2006-2015

Community participation

National Day of Service:  Adopt -A-School
National Day of Service: Adopt -A-School
  • Ameriprise National Day of Service- June 11, 2021
  • Ameriprise National Day of Service - June 10, 2022

Interests

I enjoy fishing, playing guitar and spending time with my family.