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Adam Ambielli, ChFC®, BFA™

Adam Ambielli, ChFC®, BFA™

Wealth Management Advisor / Junior Partner

Adam serves as a Wealth Management Advisor and Junior Partner. He is originally from New Jersey and attended Saint John Fisher College where he received a marketing and corporate finance degree. Adam started his financial planning practice in 2014 with Northwestern Mutual.


Adam focuses on partnering with clients all over the country to align their finances with what truly brings joy to their lives. He believes our unique process helps lead and inspire people to maximize their time on Earth. Adam is passionate about guiding his clients, their families, and businesses through complex financial planning and investment management situations. He believes his role is not only to focus on returns, but the important parts of his client lives that create lasting happiness.


Adam enjoys spending time with his wife Meaghan and his two daughters, golfing, traveling, and helping people Max their Dash!

Client Description