Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships. 

Your Financial Future

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Strategize

Strategize

Our first priority is helping you take care of yourself and your family. Always thinking ahead, we work to build a long-term financial plan that will be adapt for your unique situations and whatever life throws your way.

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Meet Our Team 

Award

Adam Spiegelman is proud to have been recognized as a Chairman's Level advisor for 2019—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Award

Adam was named one of Forbes' Best-In-State Wealth Advisors for 2020.

The 2020 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5) percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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