Adam Jewett CFP®, ChFC®, CRPC®, CLU®
Adam joined Abundant Wealth Management in 2023 bringing with him close to 20 years of experience in the financial services industry both previously being an advisor with Ameriprise Financial as well as being a Wealth Planning Consultant. As a Wealth Planning Consultant Adam worked with Financial Advisors from some of the top banking, investment, and financial planning firms in the country to craft wealth protection and legacy planning strategies for their clients.
When it comes to working with clients, Adam prioritizes education and communication above all else. He believes that an informed client is a confident one and that makes for the best working relationships. Adam’s goal is to provide his clients with a concierge level of service to make them feel as though they have their own personal CFO handling their finances.
He received his Bachelor’s degree in Economics & Finance from the University of Hartford. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation which is arguably the most highly respected accreditation in the industry. In addition to the CFP® designation, Adam also holds the designations of Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Life Underwriter® (CLU®).
Adam lives in Marshfield, MA with his wife Andie, his two sons Crosby and Eliott, and his miniature golden doodle, Larry. In his spare time, he enjoys running, golfing, and spending time with his family down at their summer house in Cape Cod.