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Needham, MA

Adam Silvey

JD

Senior Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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Professional Certifications

  • JD – Juris Doctor

About Adam

For more than a decade, Adam has focused his practice on tax planning, investment management, and financial counseling.

Education and Professional Milestones

-Stonehill College - BS in business administration

-New England School of Law - JD

-Boston University School of Law - LL.M in taxation

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