I found Adam and his Team after the frustration of having to DIY my own Financial Plan in my 1st Year of Retirement.. It turned out that my Financial Advisor was selling Funds but lacked the depth to provide a true Financial & Estate Plan I chose to move my Financial Planning to Adam and my $ Investment Planning to BCV Investments- , who is Teamed with Adam @ a Combined 1.5% Fee (Very reasonable). Both 5 Stars Here is what I experienced with Parallel Wealth & BCV Investments - Seamless transition of Funds to BCV Investment no hiccups---Tammy (PW) - Clear, Concise Financial & Estate Plan from Matthew and Adam(PW) - Investment Management w BVC-= Good Returns & protection on the Downside - Certified Financial Planners with Adam and Certified Investment Advisor w BCV - Timely response to Questions and always available to talk My Stress related to my Financial Planning is completely gone I'd highly Recommend Adam -Parallel Wealth & Chris Richard BCV Investments