Hello, I'm Adam.

I help individual investors achieve better financial outcomes through connected financial planning and tailored investment strategies.

I also assist clients in replacing emotion-based and performance-chasing investing habits with a structured and goal-based financial planning process. Starting with their most important goals, I develop a custom financial plan and investment mix designed to improve the long-term odds of financial success. Using an individualized and planning-based investment approach, my clients enjoy a better investment experience so they can worry less and enjoy more.

Our Team Specializes in High-Net-Worth Divorce Financial Planning

We provide specialized, finance-focused advice and strategy to high-net-worth individuals concerned about making costly and unintended mistakes during the divorce process. Our service is designed specifically to optimize the division of the marital estate for high-net-worth individuals.

As professionals with credentials and experience in both divorce finances and financial planning, we are uniquely qualified to help navigate and streamline the divorce settlement process. With a focus on post-separation lifestyle and goals, we can assist in arriving at the most optimal division of the marital estate as well as post-divorce financial planning.

Read Adam’s Blog

Inflation Math for Today’s Retiree

You may have heard the saying, “inflation hurts savers and benefits borrowers.”

The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars w... read more

What’s Next for Interest Rates?

What does the bond market know that the Fed isn’t telling us?

Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. ... read more

October CPI: Game Changer or Head Fake?

October’s Consumer Price Index (CPI) had some encouraging news for investors, but others asked, “Is this a game changer or another head fake?”

While it’s a bit early ... read more

Stubborn Inflation Tests Fed’s Resolve

Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.

Inflation’s “stubbornness” has been on full display in recent weeks: Fir... read more

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