And we believe the most successful client-advisor relationship is a two-way street: honest, genuine, and, dare we say … enjoyable! “We don’t just go in and pitch a product, we don’t like to show illustrations to present a false sense of security,” says Adam Tau, co-founder of Dynamic Wealth Strategies. “We take the time to get to know you and your family, and we like that the people who end up working with us enjoy getting to know us, too. It’s more of a personable based relationship.”
We’ve found that the best way to set you up for financial success is to create an environment where you feel comfortable being yourself, which is what we strive to do.
Our Process
Clarity. Confidence. A Plan Built Around You.
We’re not here to sell you a product — we’re here to help you create a life you love in retirement. Our process is designed to uncover what matters most, align your finances with your vision and build a long-term strategy that can evolve with you. Here’s what you can expect when working with us:
Whether you’re planning for retirement or saving for the first time, we can help you get organized and on track for your goals.
At Dynamic Wealth Strategies, we help you secure your retirement funds, save for the future and look to maximize what you have so you can enjoy it to the fullest. Our team is well-versed in these areas:
Fee-Based Wealth Management
Income Planning
IRA and 401(k) Rollovers
Tax-Deferred and Tax-Preferred Strategies
Life & Disability Income Insurance
Legacy Planning
College Funding
