Adam Brunner, AIF

Adam Brunner, AIF

Senior Partner

I assist my clients in accumulating, preserving and distributing wealth in a tax efficient manner. My practice focuses on estate and retirement planning.

I am multiple time National Leaders Corp Recipient; which is a result of benefits I provide to my clients.

Equitable Advisors (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR.

CA Insurance License #0M33706
 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 800-476-9150
Fax 800-392-2179