Adam Marcellus
Relationship Manager
- Role
- Relationship Manager at Corey Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
May 2025 — Present · Boston, MA, US
We partner with corporate professionals, business owners, and families to turn financial complexity into clarity. By aligning your wealth strategy with your goals and aspirations, we\'ll prepare you for a confident financial future, knowing every aspect of your multifaceted financial life is managed and tailored according to your vision.When it comes to your money, you deserve a strong foundation for long-term success. At Corey Wealth Partners, we will create a financial blueprint so that you can handle what comes next. Our goal is to educate and develop solutions so you can make the big decisions with us by your side.Services include: Financial PlanningIncome Protection StrategiesTax Reduction StrategiesRetirement PlanningTailored Investment StrategiesWealth TransferBusiness Succession PlanningExecutive Compensation Strategies Making the right near-term decisions comes from having clarity about your long-term goals. We’ll help you assess your current situation and articulate a realistic goal that’s achievable; then, working side-by-side, we’ll take you through the necessary steps to address that goal.Using our knowledge and resources, we’ll develop a coordinated, strategic financial and investment plan that brings simplicity and clarity to your financial life.
Education
UNH Peter T. Paul College of Business and Economics
Bachelor of Science (B.S.), Business Administration: Management
2004 — 2008
Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance Concentration w/ Investment Track
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