Back to All People

Client Advisory

Biography

Adam is a Senior Principal in the New York office. In this role, he counsels clients and advisors on complex issues involving tax, trusts and estates, asset protection, charitable planning, business and family governance, and overall wealth transfer and preservation.

Prior to joining Cerity Partners, Adam served as the Director of Wealth Planning at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before joining AJ Wealth in 2022, he practiced law as a tax attorney focusing on trusts and estates, designing and implementing cutting-edge strategies to mitigate tax liability and effectuate the generational transfer of wealth. Known in the legal and wealth management communities for his experience and expertise, Adam is a sought-after speaker in these areas and has authored numerous articles on various tax and estate planning topics.

Education

  • B.S. from Indiana University
  • J.D. from Brooklyn Law School
  • LL.M. in Taxation from New York Law School

Highlights

  • Member of the New York State Bar Association
  • Member of the New Jersey State Bar Association

Connect with Adam

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Schedule now:

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.