Adrian Amaya Partner
As a Wealth Management Advisor, Adrian's practice group principally spends their time serving K1 and income partners of AMlaw 100 law firms. Specializing in comprehending the unique benefits available to legal professionals, helping them understand how to build liquidity outside of mandatory firm cash balance, 401 (a), and 401k plans. In his findings, he's acknowledged that most partners have a level of imbedded tax inefficiency within their portfolios and plans because they spend 60-90 hours a week serving their own clients.
Devoted to cultivating lifelong partnerships, Adrian employs a collaborative team approach, tapping into the collective knowledge of his associates to craft personalized financial strategies. His dedication is not only to financial success but also to understanding and addressing the specific challenges and opportunities that attorneys in the big-law sector encounter.
Adrian holds a bachelor's degree in finance and accounting from Northeastern University and brings five years of investment advisory experience to his practice. His expertise is not just theoretical but grounded in practical application, providing a comprehensive understanding of the financial landscape.
Residing in Boston's Seaport with his wife, Amanda, they share a commitment to continual self-improvement. Beyond their professional pursuits, they find joy in working out together and cherishing moments with their family, reflecting a holistic approach to life and well-being.