Adam Tau
“What I’m most proud of is, clients don’t typically leave us – because they feel comfortable, they see we are different, they see we genuinely care. My hope is that as more and more time progresses and as we grow, more advisors come on board who share the same culture, that we are making as big of an impact for as many families as we can.”
A visionary who works tirelessly for his clients – Adam embodies the heart and soul of DWS. He began his financial career on Wall Street, just after the 2008 financial crisis. From an early age, he found meaning in securing a strong financial future – and he fought an uphill battle. He is candid when it comes to his motivation: “Seeing my family struggle. Seeing my family fight over having to pay for my grandfather’s funeral. Seeing my parents’ car be repossessed. And seeing how much they struggled and wanting to help as many families as possible so that outcome was not the same for them.”
It’s this candidness that Adam’s clients appreciate the most, whether he’s exposing the pros and cons and appropriateness of an investment, or opening up about his own life. “I’m authentic. I’m real,” Adam shares. “I can simplify down to people to make concepts resonate. I’m not afraid to be vulnerable and tell people about my own experiences.”
Adam always felt a bit different from the pack in his time on Wall Street and at a major insurance company, which ignited the fire under him to create an independent practice. He realized there could be an uncomfortable clash between doing what’s best for his clients and doing what management was encouraging him to do: “I would sit at these meetings every Monday, and the manager would do pushups based off how many new account applications were taken, to try and rile up the troops,” Adam shares. “And in the back of my mind, I’m thinking about how many of these applications were even the right fit for these families?” Going independent allowed Adam the freedom to offer a wide range of competitive, customizable solutions, and he asked his wife, Rebecca, to take a big leap and launch DWS together.
On weekends, you can find Adam scouring the grocery stores looking for the next great “healthy” ice cream flavor, and enjoying massive amounts of “broccoli in garlic & oil” with his family. He is a proud dad and dreams of shooting some hoops with his son – once he’s old enough.
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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.