Adam Soloff has experience in every aspect of financial planning. His specialties, however, are personal financial planning and investments. Throughout his career, he has developed strategic partnerships with independent specialists to provide his clients with access to a wide variety of insurance carriers. Each specialist has been selected by Adam based upon their strong commitment, and the high standards of ethics and integrity.
Each Soloff Wealth Management specialist excels in a specific discipline, including:
- Disability Insurance
- Life Insurance
- Long-term Care Insurance
- Taxes and Accounting
- Retirement Planning
- Investment Strategy and Research Analysis
Part of what sets our practice apart is the concept of having one experienced professional to oversee a client’s entire financial portfolio. Therefore, no specialist recommendations are made without Adam’s thorough review and seal of approval. By working in conjunction with Adam on client cases, specialists allow us to provide excellent service for every piece of your financial plan. We make it a priority to work closely with our clients’ existing CPA or attorney, ensuring coordination of the advice they receive from all of their trusted advisors.