Adam Schwartz
Private Wealth Advisor
- Role
- Partner, Private Wealth Advisor at Managed & Guided Financial Strategies
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Adam Schwartz
Adam is a seasoned wealth advisor and published author of “Guided Retirement Income Planning.” He specializes in comprehensive financial strategies for high-net-worth individuals and families, busy professionals, and entrepreneurs. Having extensive experience with wealth accumulation, income planning, preservation, and legacy design, Adam brings clarity and confidence to life’s most pivotal financial decisions — from business transitions and retirement to family planning and estate strategy.A trusted fiduciary and respected industry innovator, Adam has consulted on over $8.5 billion in client assets, built five investment platforms, and led transformative initiatives for hundreds of financial advisers. He is recognized for his pragmatic insight, discretion, and unwavering commitment to his clients’ long-term success.
Experience
Partner, Private Wealth Advisor
Managed & Guided Financial Strategies
Dec 2019 — Present · Chicago, IL, US
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through MGFS Private Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
Tel Aviv University
Overseas Program
University of Illinois Urbana-Champaign
Bachelor of Arts, Political Science, Minors in International and Middle East Studies
1988 — 1991
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.