Adam Cornwell (CFA, CFP®)

Planning Specialties

From a young age, I knew I was going to be an architect. I love designing and building things. That all changed on August 14, 1993. That day I crawled out of a mangled car with a broken back after a head-on collision on the highway. An insurance settlement prompted me to learn about investing. I read everything I could on the subject, and in the process, I discovered Wall Street's scheme to fleece investors. So, I decided to fix it from the inside. I earned a degree in finance while also earning two of the most prestigious credentials (CFA & CFP). Now I'm on a mission to engage, educate, and empower investors so they don't become victims of Wall Street. Today, I help busy professionals and other high net worth individuals with $1M+ in investable assets grow, protect, spend, and pass their wealth so they can do what they enjoy most. I help my clients in the following ways: building world-class investment portfolios based on Nobel Prize-winning academic research, implementing tax reduction strategies (asset location, Roth IRA conversions, tax-loss harvesting, trusts, charitable giving, etc.), mitigating risks to life and wealth (health, life, disability, and liability insurance strategies), creating sustainable retirement income (I've spoken to standing-room-only audiences of top advisors on the subject), and transferring wealth and decision-making efficiently (wills, power of attorney, health directives, trusts, donor-advised funds, family gifting, and charitable giving). I love helping clients tackle problems. Whether it's researching non-profits, buying a yacht, or enlisting the help of a world champion dancer and international dance judge to identify a foreign city with an active dance community, there's nothing we won't do to help a client.