Adam J. Reugh, CFP®
Wealth Management Advisor
Kailua-Kona, HI
Adam is a seasoned wealth manager and CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of financial consulting experience. He specializes in helping clients to achieve short- and long-term financial goals by first listening, and then working closely with clients to develop, implement, review, and adapt financial strategies to further their success.
In his own words, “Our primary objective is to help clients grow, protect, and preserve the wealth that enables them to live their fullest lives and leave legacies for the people and causes they care most deeply about”.
Prior to establishing the Kona-based Tallus Capital Advisors office, Adam graduated with bachelor’s degrees in both economics and political science from the University of Washington.
Since graduating, Adam’s entire career has been spent providing investment management and financial consulting services with some of America’s most admired financial firms. Most recently, he was a director and investment committee member for a regional investment firm in the Pacific Northwest.
When he’s not helping clients to achieve greater financial security, Adam can be found playing Pickleball, mountain biking, flying airplanes, and most importantly, spending time with his wife, Heather, and their two dogs. He has served on several non-profit boards, including the Kona Hospital Foundation, the Hawaii Artists Collaboration, the Kona Mauka Rotary Foundation, and others.
Experience
Portfolio Management
Market Research
Financial Planning
Tax-Efficient Investing
Transition Planning
Education
BA, Economics, University of Washington
BA, Political Science, University of Washington
