Adam Tau

Co-Founder, Investment Adviser Representative at Dynamic Wealth Strategies, Inc. - New York, NY, us

Adam Tau's Colleagues at Dynamic Wealth Strategies, Inc.
Kimberly Lara

Client Services Coordinator

Contact Kimberly Lara

Adam Tau's Contact Details
HQ
N/A
Location
New York City Metropolitan Area
Company
Dynamic Wealth Strategies, Inc.
Adam Tau's Company Details
Dynamic Wealth Strategies, Inc. logo, Dynamic Wealth Strategies, Inc. contact details

Dynamic Wealth Strategies, Inc.

New York, NY, us • 5 - 9 Employees
Financial Services

Come on in and see what it's like to work with people just like you. We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm: *We actively seek to engage to broad range of people in our community.*We offer a diverse range of solutions which allows us to independently develop the types of financial plans our clients want and need. *We ensure we have the time for clients to fully engage with us about their needs – and our engagement extends beyond just the time we spending together during appointments.*We embrace new technologies for communication and community.*We value authenticity.Securities and advisory services offered through Madison Avenue Securities, LLC ("MAS"), MemberFINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities.

Financial Services
Details about Dynamic Wealth Strategies, Inc.
Frequently Asked Questions about Adam Tau
Adam Tau currently works for Dynamic Wealth Strategies, Inc..
Adam Tau's role at Dynamic Wealth Strategies, Inc. is Co-Founder, Investment Adviser Representative.
Adam Tau's email address is ***@dynamicwealthinc.com. To view Adam Tau's full email address, please signup to ConnectPlex.
Adam Tau works in the Financial Services industry.
Adam Tau's colleagues at Dynamic Wealth Strategies, Inc. are Kimberly Lara and others.
Adam Tau's phone number is N/A
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