Professional guidance for creating and maintaining wealth

Putting every piece of the financial puzzle together as your life unfolds and your needs evolve

Testimonials

"★★★★★"

"Adam has worked with us to identify our financial goals and we are working to make them happen. We meet regularly to make sure we’re on track and he keeps on top of things for us by being pro-active."

- A. D.

Let's have meaningful conversations about:

Legacy, philanthropy, wealth transfer

A plan for retirement

A work-optional lifestyle

Planning for major purchases

Ways to save tax dollars

Building and protecting your family's prestige

Socially Responsible Investing

Your investment returns

Living your dream life today

Getting started

A coffee and a second opinion

Are you on track?

In 15 minutes, we can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family.

No cost and no commitment.

Get In Touch

Untethered advice. Unlimited access.

The Embark Difference

The ability to provide investors with comprehensive financial advice wholly free from any outside influence, with access to an array of public and private investment solutions normally only available to Pension Funds and the Ultra-Wealthy.

Learn about the Embark Difference