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Adam Colby, CIMA

CFO / FINANCIAL PLANNER

“I love working alongside the people at The Wealth Group. Additionally, my younger brother (and now boss) and I have wanted to work together for years. When the opportunity arose within The Wealth Group I jumped at the chance. I have always had a passion for personal finance and investing; the transition into this investment-focused role was a natural one for me.”

— ADAM

Developing and stress-testing the firm’s asset allocation models is a passion of Adam’s.  You may often find him assessing risk metrics for client portfolios and the broader global markets as well as trading and rebalancing client portfolios.

Education/Designations

Personal Interests

Adam has been married to his wife, Kristi for 20 years. They have three children: Emma, Andruw and Anthony. Adam is an avid sports fan and an excellent coach of his sons' youth sports teams. He also thoroughly enjoys a round of golf every now and again. 

Questions for Adam

What is the single best piece of advice you have ever received about money?
"Don't borrow it."

What is your favorite book and why?
Total Baseball Encyclopedia because it led to the greatest website of all time (baseball-reference.com)

Do you have any skills or talents that most people don't know about?
I know all 54 Superbowl champions, all 115 World Series champions, and every NBA champion since 1957.