I transitioned my portfolio over to Adam in 2023.
I had been with my former advisor for 20+ years who is very well versed in finance with extensive knowledge of the markets and economies and my overall returns were good. But he had me in “managed accounts” whom had me in so many holdings (ST & LT) that I felt out of control and besides yearend tax harvesting left the tax planning to my accountant. As a recent retiree I wanted to have a better understanding of my investments and better manage my tax ramifications.
I am quite pleased to have found Adam who efficiently transferred my portfolio into his guidance.
Adam has been professional, communicates well, listens well, and I appreciate his tax perspective, investment insight, and overall perspective which allows me to have a much better understanding of my accounts and specific needs in early retirement.
I highly recommend Adam as a Certified Financial Advisor.