Boustead & Company Limited Welcomes Certified Financial Planner, Donna M. Adam
Updated: Nov 24
Boustead & Company Limited is pleased to announce the addition of seasoned Certified Financial Planner, Donna M. Adam, to the team. Donna's expertise in comprehensive wealth management will hopefully aid clients in need of solutions for growing businesses, reducing taxes, expenses and business risks, and managing investable assets, in order to attain their desired goals.
Proactive Tax Reduction and Wealth Planning for Business Owners and High Net Worth Individuals
Donna collaborates with a team of national specialists in order to create better results for clients. The number of moving pieces in the current economic environment, necessitates comprehensive and proactive planning with specialists in order to create an effective, values-based roadmap for attaining one’s future objectives. Donna begins the journey with a simplified process that leads to an overview of a client’s financial picture and provides key insights necessary for optimizing financial goals. Oftentimes, successful business owners and high-net-worth individuals wonder if they are doing all they can to optimize liquidity events, reduce taxes, expenses or risks - especially in advance of an IPO, merger, acquisition or business exit. Many investors don’t fully understand the connection between the investments they own, their future goals, and the risks associated with these assets - or realize their true costs and tax ramifications. The customized road map integrates these elements - including timelines for implementation - to accomplish desired outcomes.
About Donna M. Adam
Donna is the Founder of Wellington.Group, inspired by a family heritage of highly trusted entrepreneurs, attorneys, bankers, and wealth advisors from Wellington, Ohio, that began in the 1870’s. Her wealth management career includes positions with Merrill Lynch, Citigroup, The Institute for Family Foundations, KSM Capital Advisors, and L. Harris Partners. Over her 20-year corporate career, she became uncomfortable with what she saw as inherent flaws in the traditional industry models, with institutions that put shareholders’ interests ahead of clients, and an emphasis on product sales vs. tailored solutions to adhere to client-centric goals. She has invested in extensive training with expert leaders across the country to deliver client-centric, customized solutions. She is a Certified Financial Planner and earned the Certification in Exit Planning for business owners, as well as the Chartered Advisor in Philanthropy for comprehensive planning solutions. Donna has built a modern approach for delivering these solutions with a Virtual Family Office platform for entrepreneurs, professionals and affluent families. Advances in technology make it possible to access these services and simplify complex financial lives that were previously only available to the ultra-wealthy or Fortune 1000 companies. Contact Donna to learn more: Donna Adam email@example.com O: 949.873.2730 M: 949.644.6234
About Boustead & Company Limited Boustead & Company Limited is a diversified and comprehensive non-bank financial institution with offices in Los Angeles, New York, San Francisco, London and Beijing that is rapidly expanding in growth markets throughout the US and Asia. Through its principals and fully licensed subsidiaries, Boustead & Company possesses rich experience and exceptional capabilities in capital markets deal execution and is dedicated to providing best-in-class one-stop financial services to clients. Boustead’s comprehensive financial services platform consists of four operating units: Boustead Securities, LLC a US-based FINRA Broker/Dealer and middle-market investment bank; Sutter Securities Group, Inc., which owns four FINRA-regulated entities, Sutter Securities, Inc., Sutter Securities Clearing, LLC and FlashFunders Funding Portal, LLC, along with Sutter Securities Financial Services, Inc., Sutter Capital Partners, LLC a California Registered Investment Advisor; and Boustead Capital Markets, LLP a London-based FCA-regulated company. For more information, please visit www.bousteadco.com. About Boustead Securities, LLC Boustead Securities, LLC (“Boustead”) is an investment banking firm that executes and advises on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of industries, geographies and transactions, for a broad client base. Boustead’s core value proposition is the ability to create opportunity through innovative solutions and tenacious execution. With experienced professionals in the United States, Boustead’s team moves quickly and provides a broad spectrum of sophisticated financial advice and services. Boustead is a majority owned subsidiary of Boustead & Company Limited, a diversified non-bank financial institution. For more information, please visit www.boustead1828.com. CAUTIONARY STATEMENT CONCERNING FORWARD LOOKING STATEMENTS This document contains forward-looking statements. In addition, from time to time, we or our representatives may make forward-looking statements orally or in writing. We base these forward-looking statements on our expectations and projections about future events, which we derive from the information currently available to us. Such forward-looking statements relate to future events or our future performance, including: our financial performance and projections; our growth in revenue and earnings; and our business prospects and opportunities. You can identify forward-looking statements by those that are not historical in nature, particularly those that use terminology such as “may,” “should,” “expects,” “anticipates,” “contemplates,” “estimates,” “believes,” “plans,” “projected,” “predicts,” “potential,” or “hopes” or the negative of these or similar terms. In evaluating these forward-looking statements, you should consider various factors, including: our ability to change the direction of the Company; our ability to keep pace with new technology and changing market needs; and the competitive environment of our business. These and other factors may cause our actual results to differ materially from any forward-looking statement. Forward-looking statements are only predictions. The forward-looking events discussed in this document and other statements made from time to time by us or our representatives, may not occur, and actual events and results may differ materially and are subject to risks, uncertainties and assumptions about us. We are not obligated to publicly update or revise any forward-looking statement, whether as a result of uncertainties and assumptions, the forward-looking events discussed in this document and other statements made from time to time by us or our representatives might not occur.