About Adam
I focus my practice on the financial and investment planning, wealth and risk management needs of individuals, families, and business owners. Prior to joining Charter Oak, I worked as a wealth director for high-net-worth individuals and families at BNY Mellon Wealth Management in Boston, MA. I earned a designation as an Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. I also hold a degree in marketing from Bryant University in Smithfield, RI. Outside of the office, I enjoy staying active, traveling, and cooking. Mywife Stephanie and I reside in Madison, CT.
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The firm
Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.
2514 Boston Post Road, Unit 4C Guilford, CT 06437$460B assets under management