Adam is dedicated to providing clients with an individually tailored approach to financial and investment strategies. He provides clients with knowledge and proficiency in a wide range of services, including: portfolio development, liability management, retirement plans, tax minimization strategies, insurance, annuities, education plans, asset preservation, income generation strategies, lending, wealth transfer and more.
Adam’s first priority as a financial advisor is to listen to a client’s specific goals and needs with a focus on forming long-term relationships to better assist them with all aspects of their financial life. Confidentiality, ethics and a client’s privacy and trust are of utmost importance to him.
He enjoys traveling, skiing, and is an avid baseball and music fan. He is actively involved with the University of Rochester Alumni Association.
Adam holds the Series 7 and 66 securities licenses as well as the State of Connecticut Health and Life Insurance license.
Adam grew up in Connecticut and now resides with his wife in Vernon.
Adam is supported by Client Relationship Manager Cherish Genova.