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
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
Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has be... read more
A House Divided
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1read more