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Adam Schacter


Financial and Investment Advisor, Discretionary Portfolio Manager


Professional guidance for creating and maintaining wealth

Putting every piece of the financial puzzle together as your life unfolds and your needs evolve



"Adam has worked with us to identify our financial goals and we are working to make them happen. We meet regularly to make sure we’re on track and he keeps on top of things for us by being pro-active."

- A. D.

Let's have meaningful conversations about:

A coffee and a second opinion

Are you on track?

In 15 minutes, we can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family.

No cost and no commitment.


Untethered advice. Unlimited access.

The Embark Difference

The ability to provide investors with comprehensive financial advice wholly free from any outside influence, with access to an array of public and private investment solutions normally only available to Pension Funds and the Ultra-Wealthy.

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