Adam’s Story: The Vision Behind Our Success
Welcome to Climb Private Wealth. I founded Climb Private Wealth with a vision to provide holistic wealth management that goes beyond the numbers and balances. I am a firm believer that consistent, intentional habits lead to meaningful and lasting change in our lives. It’s this philosophy that drives everything we do at CPW.
We deeply value the connections we’ve built and the community we’ve created together. Our commitment to growth and evolution ensures that we’re always adapting to better serve you. For me, the most important aspect of our work is equipping each of you with the tools and guidance needed to enhance and elevate all aspects of your life.
No matter where you are on your journey, know that we have something for you and I’ll be here every step of the way. My goal is for you to fully enjoy the results of your hard work, transforming your financial resources into beautiful memories and experiences that hold intrinsic value.
Thank you for being part of our community.
Warm regards,
Check the background of your financial professional on FINRA's BrokerCheck.
In this short video, Adam shares what inspired him to help others pursue financial independence.
Our Team of LPL Wealth Management Professionals
Financial confidence begins with having professionals you can count on. Our team of experienced leaders contributes diverse perspectives and professional strengths to provide our clients with comprehensive financial strategies.
As the nation’s *largest independent broker-dealer, LPL Financial (Nasdaq: LPLA) was founded on a simple principle: the firm should work for the advisor—not the other way around. *As reported by Financial Planning magazine, 1996-2024, based on total revenue.
Today, LPL is a market leader, supporting nearly 22,000 financial advisors, approximately 800 institution-based investment programs, and 500 independent RIA firms across the country.
We remain steadfast in our commitment to the advisor-centered model and the belief that all Americans deserve access to personalized financial guidance.
At LPL, independence means that advisors have the freedom to choose the business model, services, and technology that best support their unique vision of the perfect practice. It also means they maintain control over client relationships—because no one knows their clients better than they do.
Simply put, we take care of our advisors, so they can take care of their clients.
Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (based on total revenues, Financial Planning magazine, 1996–2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020–2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 company as of June 2021. LPL and its affiliates provide financial services exclusively within the United States.
OUR NETWORK OF PROFESSIONAL ADVISORS
To gain the precise expertise we need to serve as your personal chief financial officer and effectively manage all aspects of your financial affairs, we work with a network of professional advisors. These carefully selected professionals provide us with a high level of knowledge and skill in key aspects of your finances. As your wealth manager, we review your complete financial picture and identify any needs. As appropriate, we then turn to our network to evaluate your specific financial challenges and devise appropriate recommendations.
You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide, CPA, legal, real estate, insurance, or trust services. These entities and their services are not affiliated with LPL Financial and Climb Private Wealth.
Our team works in close partnership with your advisors and staff—including legal and accounting professionals—to support your specific financial goals. We take a comprehensive approach, considering cash flow, investments, taxes, estate planning, and charitable giving across your entire family balance sheet.
Meet the Family That Inspires Our Journey
Adam, his wife Sheena, and their two daughters, Jehda and Fox, are proud to call Scottsdale, Arizona home. They're also joined by their lovable pup, T-Rex, who proudly serves as the family’s Chief Happiness Officer. Whether they’re skiing in the mountains, river rafting with friends, or staying active in Arizona's vibrant fitness community, the family enjoys a variety of outdoor adventures. Their favorite tradition is family vacations in Colorado, where they create lasting memories with loved ones.
When you work with Adam and his team, you’re not just another client – you’re a part of the family. Adam knows firsthand how powerful, personalized financial advice can transform lives, both from his own experience and through the positive impact it has on his clients.
Having witnessed the challenges of special needs planning within his extended family, Adam is deeply committed to helping other families navigate these complexities. As one of the few financial planners in the country to earn the prestigious Chartered Special Needs Consultant™ designation, Adam is uniquely qualified to assist families with asset protection strategies, public benefits, and retirement planning. When you trust us with your financial future, you’re not just joining a team – you’re becoming part of the family.
T-Rex graduated from Hunter Canine obedience school and has earned the AKC Canine Good Citizen title. T-Rex has been serving CPW clients with kisses since 2017. He enjoys treats and tummy rubs.
Chief Happiness Officer, T-Rex Bishop
Why CFP® Certification Matters
Most people think all financial planners are "certified," but this isn't true. Many can call themselves a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.
What separates a CFP® professional from other financial professionals is rigorous training and standards to offer you comprehensive planning and advice. CFP® professionals are evaluated comprehensively in six specialty areas to provide a holistic approach to planning: retirement, estate planning, taxes, investments, budgeting and insurance. They are also bound by ethical standards to see that the financial planning advice they provide you—the client—and your goals and needs first.
The Standard of Excellence
For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
The Mark of excellence
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
CFP® Certification Requirements
Education
Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a personal financial planning curriculum approved by CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board's financial planning curriculum.
Examination
CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their ability to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. The average pass rate for this difficult exam is only 56%. This comprehensive exam ensures that Certified Financial Planner™ professionals are highly qualified to develop a plan for your finances.
Experience
Certified Financial Planner™ professionals must have a minimum of three years experience in the financial planning process prior to earning the right to use the CFP® certification marks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.
Ethics
When it comes to ethics and professional responsibility, Certified Financial Planner™ professionals are held to the highest of standards. CFP Board's Code of Ethics outlines CFP® professionals' obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. And the Rules of Conduct require CFP® professionals to put your interests above their own and to provide their financial planning services following the "fiduciary standard" — acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.
Enforcement
CFP Board's rigorous enforcement of its Standards of Professional Conduct — including releasing disciplinary information to the public — distinguishes the CFP® certification from the many other designations in the financial services industry. Everyone who seeks CFP® certification is subject to a background check, and those whose past conduct falls short of CFP Board's ethical and practice standards can be barred from becoming certified. After attaining certification, a CFP® professional who violates CFP Board's ethical and practice standards becomes subject to disciplinary action up to the permanent revocation of certification. Through diligent enforcement of its ethical and practice standards, CFP Board provides you with the confidence that your CFP® professional is both competent and ethical.
Chartered Special Needs Consultant®
The ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. Through the program, advisors gain an in-depth knowledge of the best strategies for ensuring that families who are caring for a person with disabilities have the resources they need to live well. ChSNC® professionals learn to wisely and compassionately guide families through complex financial decisions and benefits systems so they can gain the peace-of-mind they deserve. They gain a dynamic understanding of:
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Disability law
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Life insurance
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Healthcare issues
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Special needs trusts
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The ABLE Act
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Government benefits
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Social Security
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Medicaid complexities
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Special education
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Estate planning
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Retirement planning
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Tax deductions
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
The big money is not in the buying and selling, but in the waiting. - Charlie Munger
