Do you ever think about building wealth? Maybe you think about it every day. But what steps have you taken to help you turn that thought into a reality? Read on to learn about a couple redefining the path to building wealth with Dynamic Wealth Strategies.
Meet Adam Tau and Rebecca Miller
Adam Tau and Rebecca Miller are the founders of Dynamic Wealth Strategies, Inc. The husband and wife team founded the company to help people like them who are independent thinkers, passionate and relationship-driven. They help people often overlooked by financial firms build wealth and plan for retirement.
Rebecca and Adam were both working at Fortune 100 financial companies. Rebecca shares that they would come home and chat about the standard way of reaching out to potential customers, running meetings, and designing plans that were being drilled into them all day but didn’t feel genuine to either of them. She says they valued independence, but they both felt like they were being backed into a wall as they were pushed to sell each firm’s proprietary products, even if there were more effective solutions outside of those.
They knew there had to be a way to offer better financial advice, even if going at it alone felt like a monumental task. It meant a lot to them to start a firm based on their values. They created Dynamic Wealth Strategies, an exciting, approachable, and like-minded alternative to your typical firm.
Redefining the Path to Wealth Building
Rebecca and Adam are redefining the path to financial success by offering ordinary people like them innovative, dynamic, and diverse wealth-building strategies and retirement planning. The couple is big on the dynamic because they don’t give clients a fixed set of rules to adhere to for wealth building. Instead, they sit with the client either at their office or in a virtual meeting and work on creating a wealth strategy designed for their specific goals and needs.
Rebecca and Adam have quickly become “New York’s top financial advisors for people like us” as they help people develop innovative, dynamic, and diverse financial plans. Their company, Dynamic Wealth Strategies Inc, helps people planning for retirement and young people who want to begin wealth building. According to this dynamic couple, the sooner you start wealth building the better. You can learn more from their website. Also, check to connect with them on social media:
Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC, and a registered investment advisor. Dynamic Wealth Strategies and MAS are not affiliated entities.