Do you want to be the richest person in the graveyard?

Nobody does. But most financial advice is built as if accumulation were the whole point. I think your wealth has a better job to do: fuel the people, the life and the causes that matter most to you.

I’m Adam Malcolm, CFP, MFA-P, a Consultant at IG Wealth Management and a former opera singer. The arts taught me to listen, and listening turns out to be most of the job. I believe the future of financial advice is in guidance. My work is to listen, ask “have you thought of this?” and help you take the next step with confidence.

I call my approach Strategic Generosity. It means weaving your values and your giving into every part of your financial plan instead of treating philanthropy as an afterthought. Through the Strategic Generosity Blueprint™, I help clients:

🔏Secure their family, with retirement, estate, tax and insurance planning that works as one plan
🏖️Enjoy their money, without guilt or second-guessing
💗Give the rest away, with intention and impact

I work with families whose financial lives have grown complex: a business sale that affects the estate plan, an estate plan that affects the giving strategy, a giving strategy that affects the tax picture… that sort of thing. When the decisions start to interconnect, you need someone holding the whole picture.

Curious what that could look like for you? Let’s have a conversation. No agenda required.