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.
Inside Divorce with Sassoon Cymrot Law, LLC
I had the pleasure of joining Attorney Hindell Grossman of Sassoon Cymrot Law, LLC on her podcat, Inside Divorce, to explore the various types of retirement accounts and how they are divided during a divorce. We also delved into the process of valuing pensions and Social Security benefits, comparing them to other retirement assets in order to provide a clearer understanding of their worth.
Read Adam’s Blog
Managing Money as a Couple
When you get married or start sharing a household with someone, your life changes—and your approach to managing your finances might change as well. The good news? It might not be as difficult as ... read more
The Social Security Fairness Act: What It Means for Your Divorce
The Social Security Fairness Act of 2023 (SSFA), signed into law on January 5, 2025, eliminates certain provisions that previously affected how Social Security and state pension benefits were divid... read more
Setting Financial Boundaries with Adult Children
A recent survey found that three in five parents have made financial sacrifices to support their adult children, including dipping into emergency savings, forgoing debt repayment, or drawing from r... read more
The Tax Implications of Divorce: Part 3 – Post-Divorce Planning
For high-net-worth individuals, understanding the tax implications of divorce is especially crucial for maintaining financial stability post-separation. Let’s look at some of the essential ta... read more
