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Adam S

Series 65

Tucson, AZ

Wealthcare Advisory Partners LLC

Adam Sommers is a Series 65-licensed financial advisor with Wealthcare Advisory Partners LLC, bringing 15 years of industry experience. He has operated Sommers Financial Management since 2002 and has held roles with Ayntegrity LLC and The Naked Alpha Fund. Outside of his advisory work, he serves as Treasurer and Director on the Skyline Bel Air Estates Homeowners Association Board of Directors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with evidence-based investment strategies to construct diversified, long-term portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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