Episode 130: This week, Kyle Van Pelt talks with Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, which offers investment and wealth management programs and services for high-net-worth clients. The company’s mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security.
Adam talks with Kyle about what it really means to go independent and why freedom, service, and intentional scale matter more in financial services. He shares why he left large firms to build a boutique RIA, the emotional weight of the transition, and how he maintains a human-centric approach in an automated world.
In this episode:
(00:00) - Intro
(01:32) - Adam's money moment
(03:18) - Navigating the LPL acquisition of Commonwealth
(06:07) - What Adam learned after going independent
(08:41) - The reality of independence
(10:09) - The challenges and rewards of building a custom technology ecosystem
(13:03) - What made Commonwealth technology user-friendly
(17:53) - Adam's vision for Spiegelman Wealth Management
(20:20) - What great service actually looks like in practice
(22:31)