Adhesion Wealth Advisor Solutions
Brett Lenz is an experienced professional with a diverse background in sales, consulting, and analytics. Currently serving as a Solutions Consultant at Adhesion Wealth Advisor Solutions since April 2024, Brett previously worked as a Mortgage Analyst at Reliance First Capital, LLC from September 2023 to April 2024, and as a Business Development Representative at Stansberry Asset Management from October 2022 to September 2023. Prior roles include Account Executive positions at FMO Media LLC and Homes.com, as well as consulting roles at iMatrix and Solar In America. Brett's early career included a role as a Sales Professional at Family Heritage Life Insurance Company of America and a Quality Support Technician at ABRA Auto Body & Glass. Brett holds a degree from Colorado State University, where studies were completed from 2013 to 2018.
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Adhesion Wealth Advisor Solutions
Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. Our integrated platform offers powerful options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. The Adhesion platform not only offers customized solutions but a potential revenue stream through Direct and Personal Indexing. Direct indexing gives clients broad exposure to an asset class, like large-cap equities. Rather than buy a mutual fund or ETF, investors own the individual stocks that comprise an index. The customization comes in when advisors tweak which index components they buy—or don't buy—and in what proportions. We can also help you achieve tax alpha by incorporating pre-trade tax-aware considerations to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance after-tax total return. Adhesion's customizable overlay solution can address unique tax circumstances in a tax-efficient manner through tax-loss harvesting, gain/loss matching, avoiding wash sale violations, and delaying a trade until a short-term position goes long-term if there is no offset. Learn more: sales@adhesionwealth.com Adhesion Wealth is headquartered in Charlotte, NC. Our focus is enabling advisory firms to scale growth and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. is an investment adviser registered with the U.S. SEC.