Adam Bettis, AIF®
Senior Partner
Adam brings over 19 years of experience providing comprehensive wealth management and financial planning solutions to high-net-worth individuals, multi-generational families, and business owners. As an Accredited Investment Fiduciary® (AIF®) and Investment Advisor Representative holding Series 65 registration, Adam adheres to the highest fiduciary standards, offering objective, client-focused guidance designed to preserve, grow, and transition wealth across generations.