We are New York’s top Financial Advisors for people like us.

Independent thinkers, passionate, relationship-driven. People often overlooked by big financial firms.

In the age of the mega firm, we have adapted the regular model of Financial Services to create a practice that would become a magnet for people like us.

Our co-founders, Adam Tau and Rebecca Miller, started the practice as a husband-and-wife team. “While we were both working at Fortune 100 financial companies, we’d come home and chat about the standard way of reaching out to potential customers, running meetings and designing plans that was being drilled into us all day – but it didn’t feel genuine to either of us,” Rebecca shares. “We valued independence, but we both felt we were being backed into a wall, being pushed to sell each firm’s proprietary products, even if there were more effective solutions outside of those. We knew there had to be a better way to offer financial advice, even if going at it alone seemed like an uphill battle. Doing it our way meant too much to us to not go for it.”

who-we-are-2

We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm:

  • dynamic-icon

    We actively seek to engage a broad range of people in our community.

  • dynamic-icon

    We offer a diverse range of solutions, which allows us to independently develop the types of financial plans our clients want and need.

  • dynamic-icon

    We embrace new technologies for communication and community.

  • dynamic-icon

    We actively seek to engage a broad range of people in our community.

  • dynamic-icon

    We value authenticity.

Get to Know the Team

Advisory Team

Adam Tau

Founder, Wealth Manager

Rebecca Miller

Founder, Chief Operating Officer

Nevada Carter

Insurance Producer

Vanessa Collura

Insurance Producer

Client Experience Team

Julie Chapman

Processing Director

Danielle Walker

Client Services Coordinator

Shianne Hernandez

Administrative Assistant

Scroll to Top
Call Now Button