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Adam Riegel
Financial Planner CFP®, AEP®, CLU® at Northwestern Mutual, Harvard University, Named a Forbes Top Financial Security Professional for 2021, 2023 Best in State 2022, 2023
Adam Riegel is a seasoned financial professional known for creating, implementing, and maintaining bespoke, tax-optimized financial plans.
His team caters primarily to portfolio managers, senior analysts at hedge funds, partners at private equity firms, venture capital firms, and management consulting firms.
Approximately 10% of their clientele are friends or ex-financial services professionals who have transitioned to C-level executive roles or entrepreneurship.
Adam's team specializes in integrating wealth management, risk management, tax management, and estate planning to develop comprehensive financial plans tailored to each client's unique needs.
This holistic approach is particularly crucial due to the exclusive access Adam's clients possess in the private markets.
Adam Riegel was recognized in the Forbes Top Financial Security Professionals list in October 2021, based on research and rankings provided by SHOOK Research using 2020 data.
He holds an A.B. degree, Cum Laude, in Sociology and Economics from Harvard University and has formerly served as a Wealth Management Advisor CFP®, AEP® CLU® at Northwestern Mutual.
