Leading a distinctive ensemble practice of financial professionals, Adam M. Neary offers investors financial strategies with the goals of creating long-lasting income streams, preserving principal, managing risk, potentially reducing income taxes, as well as planning for estates. Adam and his team have access to a wide breadth of financial products and services including stocks, bonds, mutual funds, fixed and variable annuities, life/long term care/disability insurances, and investment advisory services. Wealth management services providing a higher level of account reporting, professional portfolio management and quarterly rebalancing are available to clients who have amassed a significant level of assets and seek someone to help manage their wealth. Through the financial planning process, Adam and his team help clients navigate changes in their lives and lifestyles. Clients include multi-generational families, business owners, executives, teachers, public employees, and more. Services are custom-tailored to address unique circumstances and perspectives.
This specialized team consists of experienced, dedicated financial advisors and associates who strive to provide the optimal client experience. Calls are returned promptly, service is proactive and efficient, and each member of the team is focused on building excellent relationships. We strive to earn and keep your trust and your confidence and greatly value your business. The primary goal of our practice is to be a professional team to which every client is proud to refer family members, friends, and co-workers.
Adam Neary has received the Chartered Mutual Funds Counselor (CMFC) designation. Adam has been a national conference speaker and mentor to financial advisors. He has served as a member of the President’s Cabinet of Capital Financial Planning. He has received numerous awards for growing his business and has consistently been the top producer at WealthOne and its predecessor, Capital Financial Planning. Adam has successfully assisted multiple retiring financial advisors with the transition of their practices. Highly personable and possessing a strong work ethic, Adam leads others by example. Adam holds a Bachelor of Science degree from Hobart College in Geneva, NY. A life-long resident of the Capital Region, Adam lives in Guilderland with his wife, Carolyn, his son Alex and daughter Emma, and enjoys golf, lacrosse and community service.