Adam Tau is the co-founder of Dynamic Wealth Strategies, Inc. (**formerly known as Miller Tau Financial Group**). He is passionate about helping people prepare for their future and create a game plan to pursue success. With over a decade of industry experience, Adam is known for his personalized approach in empowering his clients to work toward their financial goals. From an early age, Adam found meaning in building a secure financial future for himself. After watching both his… Show more Adam Tau is the co-founder of Dynamic Wealth Strategies, Inc. (**formerly known as Miller Tau Financial Group**). He is passionate about helping people prepare for their future and create a game plan to pursue success. With over a decade of industry experience, Adam is known for his personalized approach in empowering his clients to work toward their financial goals. From an early age, Adam found meaning in building a secure financial future for himself. After watching both his grandparents and parents struggle in planning for the future, Adam was motivated to reverse this adverse trend. He set out to learn more about the financial services industry, wealth management and what it takes to plan for the future. Adam discovered he was not only passionate about helping his family pursue a strong financial future, he found a passion in helping other retirees who were looking to avoid a similar fate. Adam became motivated to create his own practice so that he can act as an independent advisor and fiduciary. He believes in “sitting on the same side of the table” as his clients, in being an advocate for their success. He no longer wanted to represent one particular company that offered a set of proprietary products. As an independent advisor, Adam offers the flexibility to work with a wider range of services, allowing him to benefit his clients by providing solutions custom-tailored to get them from where they are today to where they want to be.___________________________________________________________________________________________Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), Member FINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities. Show less

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to address their current needs, and more importantly, their future needs.

Agent licensed to sell insurance through New York Life Insurance Company, and licensed with various other independent, unaffiliated insurance companies. Knowledgeable in retirement and estate planning, wealth accumulation, tax diversification, and protecting what matters most to families and businesses. Experience with Life, Disability, Business Overhead, and Long-Term Care Insurance; Fixed Income and Variable Annuities; Mutual Fund and Bond Allocations.Accomplishments:

Worked with individuals and small business owners on different tax saving strategies, wealth accumulation, market understanding, and retirement planning