The Role of Cherry Tree affiliate, Adam Smith Advisors (ASA), is to provide exceptional wealth management services to individuals and families who want to simplify their financial lives and desire financial security and peace of mind.

ASA employs a professional and experienced investment team that uses modern portfolio investment techniques to help families build and maintain their net worth with strategies that have inherently low management costs, and at the same time minimize taxes. Additionally, ASA brings an extensive network of relationships with professionals in tax, estate, insurance and administration that can help families manage all facets of their financial management needs. 

Why Adam Smith Advisors?

• A proven, long standing team of professionals dedicated to family wealth management principles that firmly positions ASA as an advocate for their client families.

• A commitment to discovering your financial needs and dreams and to directing a process that makes your unique financial goals a reality. 

• A proven wealth management process that focuses on building net worth while efficiently managing cash flows needed to serve a family’s life style needs and inter-generational planning requirements. 

• A robust investment strategy, built on the best academic research that delivers excellent risk adjusted investment returns and peace of mind.

• In addition to dedicated portfolio management, a focus on complex life planning opportunities you face in enhancing and protecting wealth, transferring and donating wealth. 

Investment Minimum: $500,000