A complete list of active advisors currently associated with Achieve Retirement & Wealth Management, LLC

Warmer can help you find a great advisor at Achieve Retirement & Wealth Management, LLC or one who fits your needs even better.

Achieve Retirement & Wealth Management provides comprehensive portfolio management and standalone financial planning and consulting to individuals and a range of non‑individual clients, including trusts, charitable organizations, pension and profit‑sharing plans, and business entities. The firm manages approximately $75.6 million in discretionary client assets and offers discretionary asset management across individual stocks, bonds, ETFs, options, mutual funds, alternative investments and cash equivalents. The firm’s investment process blends fundamental, technical, quantitative and qualitative analysis and uses sector and fund research to construct and monitor portfolios, with ongoing monitoring and at least annual account reviews. It may employ margin, options and alternative investments where appropriate, operates with discretionary authority for portfolio management, and discloses use of third‑party AI tools for research and meeting transcription (clients may opt out). Compared with many independent advisers of similar size, the firm works with a broader mix of organizational and institutional‑style clients in addition to individual investors, supporting pension plans, corporate clients, trusts and charitable organizations. The brochure also highlights recent attention to political and AI‑related risks and a wider set of planning services (including corporate structure, cost‑segregation and real‑estate analyses), which are less commonly offered by peers.

To learn more about the advisors currently working at Achieve Retirement & Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Melissa Adams	Ridgefield, CT	29

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