We have seen over the years that simply earning a lot of money does not mean you have confidence when it comes to making plans for the future, choosing your investments or navigating important financial decisions. In fact, sometimes earning more money just means there are more decisions that have to be made and making the wrong one can cost you more.
What you need is competent, timely advice for today so you can have confidence for the future.
We help employees and company leaders create & implement a financial plan they can have confidence in. That includes managing any equity-based compensation and integrating their employer benefits package into the plan. Whether you work for a publicly traded company or your company is pre-IPO, we can help you develop a plan to capitalize on your unique opportunities.
We understand your need for a seamless transition to spending from your portfolio instead of your paycheck. Our cash flow centric planning and portfolio management process is designed to predictably provide the money you need right when you need it for as long as you need it. We are especially skilled at planning for and managing our clients' post-career income needs.
We work with families whose wealth was created through a range of circumstances including business exits, real estate, IPO liquidity events and inheritance. These families understand their growing affluence has introduced a level of complexity to their lives that is best handled with the help of professional financial managers.
Adam is a CERTIFIED FINANCIAL PLANNER™ Professional and CERTIFIED PRIVATE WEALTH ADVISER™ Professional. He is the author of multiple books including The Founder's Guide to Business Succession, Maximizing Your Compensation: An Executive's Guide to Accelerating Wealth and a contributing author to So You Want To Be A Financial Planner? (7th edition). Adam has also been featured in articles on leading industry sites such as MyStockOptions.com and Horsesmouth.com.
Adam believes in being a lifelong learner and is an avid reader. His favorite genres include World War I & II, US & world history, biographies and Western novels. He is also a guitarist as well as a baseball and hockey fan. Adam and his wife, Amy, live in Driftwood, TX with their three children and a very spoiled dachshund.
Kathy Alvare, FPQP®
Kathy joined PBL Wealth Management, LLC in 2024 but has been working in finance and supporting financial advisers since 2002. She graduated from the University of Central Florida with a B.A. in Organizational Communication and later earned her certification from the College of Financial Planning as a Financial Paraplanner Qualified Professional (FPQP®).
She assists the firm and its clients in her role as a paraplanner and ensures timely follow through on a range of planning and operations tasks. In her free time, Kathy enjoys playing tennis, going to the beach, camping, reading and spending time with family & friends.
Melinda Cantrell
Melinda (Mindy) serves the firm's clients through our relationship with Asset Dedication, LLC. She is tasked with overseeing new account opening, account maintenance and transaction coordination for accounts custodied at Charles Schwab. Mindy's experience includes leading the Client Services Associate Team at a prior firm, working with one of the founding partners as well as supporting other advisors. She is extremely detailed oriented, meticulous in accuracy and excels at communicating with clients throughout the account setup process. In her spare time, Mindy enjoys cooking, reading and spending time with her family.
We would love to start a conversation to hear about your goals, needs and plans for the future.
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