Adhesion Wealth Advisor Solutions
Jack Barber currently serves as a Project Manager at Adhesion Wealth Advisor Solutions and as a Yoga Instructor at Life Time Inc. Since embarking on a longstanding career at Charles Schwab from October 1991 to April 2021, Jack Barber held various key positions, culminating as a Senior Relationship Manager, where management of major national relationships and the implementation of technology solutions were pivotal. Notable contributions included leading advisory firm transitions as Director of Advisor Conversions and achieving significant sales milestones as a Senior Business Development Officer. Jack Barber holds a Bachelor of Science in Business Administration with a focus on Finance from Drake University.
This person is not in any teams
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.