Adam Neary, CMFC

Adam Neary, CMFC

Principal

Adam M. Neary, CMFC

Leading NLG Wealth Management, Adam offers investors nearing retirement and already retired financial strategies to help create long-lasting income streams, protect principal, mitigate risk, potentially reduce income taxes, as well as plan for their estates. Adam and his team have access to a wide breadth of financial products and services to assist clients toward working toward their goals, including stocks, bonds, mutual funds, fixed and variable annuities, life/long term care/disability insurances, and investment advisory services. Wealth management services providing a higher level of account reporting, professional portfolio management and quarterly rebalancing are available to clients who have amassed a significant level of assets and seek to take advantage of someone to help manage their wealth. Through the financial planning process, the NLG Wealth Management team helps clients navigate changes in their lives and lifestyles. NLG Wealth Management clients include multi-generational families, business owners, executives, teachers, public employees, and more. Services are custom-tailored to address unique circumstances and perspectives.

Adam Neary holds securities industry registrations including series 7,63 with LPL, Series 65 with Capital Financial Planning  and the New York State Life, Accident and Health Insurance License. He has received the Chartered Mutual Funds Counselor (CMFC) designation. Adam has been a national conference speaker and mentor to financial advisors. He has served as a member of the President’s Cabinet of Capital Financial Planning. Adam has successfully assisted retiring financial advisors with 

Phone 518.482.4425