Personalized Advice | Objective Professionals | Adding Value | Concierge Client Experience
We benchmark our success by the trust and confidence our clients place in us. Our knowledgeable and experienced members are not only great at what they do professionally, but also possess the integrity, humanity, and enthusiasm that we believe is integral in serving you.
Whether you are just beginning the financial planning process, or are a seasoned client of wealth advisory firms, we understand you will evaluate us on four key metrics: 1) Are we Knowledgeable? 2) Are we Objective? 3) Will this relationship add Value to my life? 4) Will I Enjoy working with this group?
EXPERIENCE & SCOPE
Our members have extensive experience and practice in their respective disciplines.
TRANSPARENCY & OBJECTIVITY
Guided by fiduciary standard, our responsibility is to direct you toward the achievement of your financial goals.
Our guiding principles were designed with these specific demands in mind and we deliver this high standard of care to all our clients.
VALUE
We deliver concierge-style service directly from experienced professionals at highly competitive fees.
CLIENT EXPERIENCE
Our team is authentic, responsive, and dedicated to being your trusted resource helping you build toward success.
Phone: (212) 541-1929
eMail: adam.nielsen@equitable.com
CA Insurance License # OM24991
Adam Nielsen - Managing Partner
Adam helps key clients with overall planning and his focus within the group is wealth management bringing over a decade of experience from top ranked firms including Citi Global Investment Research and Goldman Sachs Investment Research. Adam received his MBA from Fordham University with a BA from Campbell University. For four seasons, Adam was a PGA Golf Professional at Winged Foot Golf Club and Rye Golf Club in Westchester. He lives in Bronxville, New York with his wife and two children and enjoys spending time with family and friends, playing golf, and involvement with organizations that help better our communities.
Phone: (212) 541-1929
eMail: jessica.chen@equitable.com
Jessica Chen - Vice President, Client Services
Jessica is Vice President of Client Services at HighPath Advisors. In her role, Jessica facilitates client-financial advisor collaboration and our Client Concierge service offering.
Jessica has over a decade of global financial services industry experience across multiple disciplines. She has held roles in Hong Kong, Tokyo, Vancouver and New York with leading institutions including Bank of Montreal Global Asset Management, HSBC, and Dealogic.
A graduate of Simon Fraser University, Jessica received her BA in Economics in 2011. She enjoys spending time with her family as well as travelling and trying new culinary hot spots the city has to offer.
Let’s Connect One-on-One.
Let’s start the conversation. We invest time in each prospective new client relationship to explore need and mutual fit.