Adam’s career in financial services began in 2003 with Mutual of Omaha, but it was at Fidelity Investments where he truly refined his expertise in retirement planning over 7 years. Seeking a more personal, client-focused approach, Adam spent the next decade at two Registered Investment Advisor firms before launching Copper Beech Wealth in 2022.
With over 20 years of experience, Adam is dedicated to helping retirees and pre-retirees over 50 to navigate their financial futures. His approach combines technical expertise—supported by advanced designations like Certified Financial Planner (CFP™) and Certified Investment Management Analyst (CIMA®)—with a personalized, hands-on strategy that addresses each client’s unique needs. Whether it’s retirement income, investment management, or estate planning, Adam’s goal is to provide clear, actionable guidance that helps clients confidently move toward their financial goals.
Known for his calm demeanor, sense of humor, and creative problem-solving, Adam believes financial planning should be approachable and even enjoyable. A Worcester native and Assumption College graduate, he is deeply committed to making a meaningful impact in his clients’ lives while maintaining a positive and supportive connection.
Outside of work, Adam is inspired by his two daughters and the drive to lead by example—both as a father and a business owner. For Adam, helping people achieve their retirement dreams isn’t just a job; it’s a true passion.