Adam Tau
Founder, Wealth Manager
“What I’m most proud of is our commitment to fostering a culture where clients feel comfortable and cared for. My hope is that, as we grow, more advisors join us who share this spirit – allowing us to support as many families as possible.”
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 preserving 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.”
Adam’s approach centers on candidness – whether he’s weighing the pros and cons of an investment or sharing his own experiences. “I strive to be authentic and real,” Adam shares. “I work to simplify financial concepts so they resonate with clients, and I’m open about my 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 strategies, 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.