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Adam Tau

We can help you manage your finances so you can pursue your goals.

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Contact Me
Dynamic Wealth Strategies, Inc. Adam Tau
New York, New York

Serving Clients Nationwide

We can help you manage your finances so you can pursue your goals.

646.838.0161

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

A visionary who works tirelessly for his clients – Adam Tau embodies the heart and soul of DWS. He began his financial career on Wall Street, just after the 2008 financial crisis. From an early age, he found meaning in securing a strong financial future – and he fought an uphill battle. He is candid when it comes to his motivation: “Seeing my family struggle. Seeing my family fight over having to pay for my grandfather’s funeral. Seeing my parents’ car be repossessed. And seeing how much they struggled and wanting to help as many families as possible so that outcome was not the same for them.”

It’s this candidness that Adam’s clients appreciate the most, whether he’s exposing the pros and cons and appropriateness of an investment, or opening up about his own life. “I’m authentic. I’m real,” Adam shares. “I can simplify down to people to make concepts resonate. I’m not afraid to be vulnerable and tell people about my own experiences.”

Adam always felt a bit different from the pack in his time on Wall Street and at a major insurance company, which ignited the fire under him to create an independent practice. He realized there could be an uncomfortable clash between doing what’s best for his clients and doing what management was encouraging him to do: “I would sit at these meetings every Monday, and the manager would do pushups based off how many new account applications were taken, to try and rile up the troops,” Adam shares. “And in the back of my mind, I’m thinking about how many of these applications were even the right fit for these families?”

Going independent allowed Adam the freedom to offer a wide range of competitive, customizable solutions, and he asked his wife, Rebecca, to take a big leap and launch DWS together.

On weekends, you can find Adam scouring the grocery stores looking for the next great “healthy” ice cream flavor, and enjoying massive amounts of “broccoli in garlic & oil” with his family. He is a proud dad and dreams of shooting some hoops with his son – once he’s old enough.

Primary Location

199 Water Street, 34th Floor New York, NY 10038

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

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.

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.

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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.

Education

Salisbury University Bachelor of Science (B.S.), Psychology | Rider University, Bachelor of Science (B.S.), Psychology

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Hobbies and Interests

  • Basketball
  • Family

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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