Adam Schwartz

Background

About Adam Schwartz

Adam provides holistic, financial planning and advice. He helps individuals with accumulation through legacy wealth and risk management strategies and develops retirement plans for businesses. Adam has built his career as a fiduciary, working in the best interest of his clients, and excelling in both business consulting and portfolio management with conflict-free, independent advice. Adam is highly regarded for his practical commitment toward his clients’ success. Since 1992, he has pioneered five investment management platforms, led business transformations for hundreds of advisers, and has been responsible for greater than $8.5 billion of clients’ wealth. Adam has always believed you must invest and innovate to create value for clients. “Working with many industry leaders on innovation and learning from these experiences and best practices, I am honored to be in a position to make a difference in the lives of our clients. I am surrounded by talented colleagues at MGFS. Our partnership hit the ground running in 2020, proving to be a pivotal year in helping those we serve. 2022 - with its own challenges - is becoming a year of investment, expanding our network to bring more value to our clients.”