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Our financial advice team


Steven J Adams, Private Wealth Advisor serving the Schaumburg, IL area - Ameriprise Advisors

Steven J Adams

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Selective Wealth Solutions Group

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

  • University of Illinois at Urbana - Champaign, 1989 B.S. in Finance with Honors
  • CFP® CERTIFIED FINANCIAL PLANNER™ College For Financial Planning, Dec 1995

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Ameriprise Circle of Success, 2002-2022
  • Five Star Wealth Manager, 2012-2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Earl J. Goldberg Aplastic Anemia sponsor
  • Nuestros Pequenos Hermanos™ International sponsor

Interests

  • Spending time with my four wonderful children, my amazing spouse, and local immediate family
  • Visiting family in Washington and Florida
  • Exercising weekly and enjoying outdoor activities such as skiing, tennis, hiking, and biking
  • Attending client dinner and social events
  • Supporting and participating in my favorite charitable organizations