Brown Schultz Sheridan & Fritz (“BSSF”) is partnering with James Adams of BSSF Wealth, a member of Advisory Services Network, LLC (“BSSF Wealth”).
“Our mission at Brown Schultz Sheridan & Fritz is to help people achieve extraordinary outcomes and that means continuing to find partnerships that will help our clients. With James, we get a Private Wealth Advisor who has years of experience serving clients like ours,” said Ken Wolfe, President and Managing Principal at BSSF.
James Adams has two decades of financial services experience, including nine years working with individuals at a registered investment advisor and a private trust company. He also has intimate knowledge of institutional asset management, previously serving as a product manager servicing $20 billion in client accounts. James is also the author of Waffle Street, which was later adapted into a feature film that aired on Netflix.
“Increasingly, clients are seeking advisors who take a fiduciary, fee-only approach to avoid conflicts of interest in a complicated investment landscape,” Adams said. “They also want their advisors to provide comprehensive financial planning and tax expertise. The BSSF Wealth / Brown Schultz Sheridan & Fritz partnership allows us to deliver on all those fronts. This is the future of financial services and I couldn’t be more excited about it.”
BSSF Wealth is a fee-only firm, providing asset management, financial planning, and estate planning services to clients in Pennsylvania and Maryland. To learn more, visit: http:///www.bssfwealth.com
ABOUT BSSF WEALTH
BSSF Wealth is a fee-only firm with offices in Camp Hill, Hanover and Lancaster, Pennsylvania, as well as Frederick and Westminster, Maryland. BSSF Wealth is a member of Advisory Services Network, LLC. Brown Schultz Sheridan & Fritz, and Advisory Services Network, LLC are not affiliated.