Get Financial Updates Straight to Your Phone

Sign up to receive appointment reminders, follow-up notifications, and financial planning updates from Adam Tau and the Dynamic Wealth Strategies team.

What You'll Receive

Stay Informed. Stay Ahead.

Appointment Reminders

Never miss a scheduled call or meeting with timely text reminders sent directly to your phone.

Follow-Up Notifications

Stay in the loop with updates and next steps after your consultations with our team.

Planning Updates

Receive relevant financial planning insights and scheduling confirmations from our advisors.

Stay Connected

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SMS Program Details

Dynamic Wealth Strategies offers an SMS messaging program for appointment reminders, follow-up notifications, and scheduling confirmations related to financial planning consultations. Message frequency varies. Message and data rates may apply. Reply STOP to cancel. Reply HELP for help. See our Privacy Policy and Terms & Conditions. Consent to receive SMS is not required to use our services or schedule a consultation.

Meet Adam Tau

Adam Tau left the corporate world at a Fortune 100 financial services firm to build Dynamic Wealth Strategies with his wife Rebecca Miller. Based in Palm Beach Gardens, FL and Jersey City, NJ, they focus on people who want more than a cookie-cutter retirement plan.

Their four-step process starts with a Vision Meeting and ends with a fully personalized financial roadmap built around your life, not a template. If you have been overlooked by big firms or want a more hands-on approach, this team was built for you.