Financial Advisor
Adam W Adams

From one day to the next, my work with my clients is the same. Only different. Sure, I create investment strategies and build portfolios that balance potential return with risk, and I pull from the same set of products that any advisor can access. But that's where the sameness ends. Each client is different, each situation different, each financial strategy personalized and each relationship unique.

Take the client who wonders what to do with the windfall from selling her home. Or the one whose business, while building wealth, must also assist in his retirement strategy. Or the retirees beginning to disperse...