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At a glance

Discipline: Member‑at‑Large
Designations: —
Firm: MAI Capital Management
Website: mai.capital (opens in a new tab)
Located: Santa Rosa

Matt Adams

Member‑at‑Large

MAI Capital Management — Santa Rosa

Practice

Asset management, retirement planning

Areas of work

Charitable gift planning
Developing strategies to minimize potential estate and gift taxes
Developing plans to conserve assets during lifetime and at death
Retirement distribution planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.