Build Your Wealth.
Preserve Your Wealth.
Adam realized that this is the evolution of the industry. A place where families can be educated and paired with the right team member to provide the highest level of service. A place where even if he wasn’t being paid, the right recommendation was made for the family. Evolution is much more than selling products – Evolution is about doing the right thing for you, regardless of the compensation.
Adam grew up in Niagara Falls, NY, and eventually found his way down to Florida in 2006. He gained valuable life experience along the way. He played three sports in High School, with many all county selections. He was also the editor of the school newspaper, and the president of the Drama Club after discovering a love of the Perform- ing Arts. He received a scholarship for Theater to Niagara University and spent summers performing in a Wild West Stunt Show at Martin’s Fantasy Island, while also working full time as a Dealer at the Seneca Niagara Casino in Downtown Niagara Falls.
His life changed for the better after his Son Austin was born in 2003, followed by his Daughter Mia in 2005. After graduating with a BFA in Theater and English Literature, he completed a Masters of Secondary Education in just under 1 year, all while working full time to take care of his family. He spent three years teaching in Lee County after being recruited by the Lee County School District in Buffalo, New York. He enjoyed coaching football, girls basketball, and directing different shows. He realized he needed to find a different career after he found himself a single full time Dad and became a Licensed Insurance Agent.
He found success with many of the biggest companies in North America, including MetLife, Gerber, Mutual of Omaha, and many more. Most importantly he has helped clients find appropriate coverage, thus in return protecting their families. After 4 years in the Insurance Industry he joined an established local firm as an Insurance Specialist. He spent 3 years learning about the world of Financial Planning, assisting clients to create an individualized plan that focused on their retirement. After 3 years he realized it was time to branch off on his own. He knew that after teaching other Advisors across the country different strategies to help their clients, it was time for him to put his own system in place.
Adam is very active in the community. He is currently the Chairman of the Board of Directors of the Arts Foundation at North Fort Myers Academy of the Arts. The Foundation is responsible for funding most of the Arts programs at the school. He is heavily involved with his children and their activities. He loves working with new clients and meeting new people, but the most important job he has is being a father.
Founder & President
Kurt is a resident of Fort Myers. In his spare time, he enjoys motocross, jet skiing, boating and fishing.
**Investment Advisory Services offered through TRUADVICE, LLC, an SEC Registered Investment Adviser.
Warren holds a life, health, and annuity license.
Warren grew up in Beverly, NJ, and after a few years in Mississippi found his way to Florida in 1997. He is a single father of 2 teenage boys, Warren IV is freshman at Florida State University, and Alex is a freshman in High School.
Warren is a resident of Cape Coral, Florida. In his spare time he enjoys quality time with his sons, golfing, and fishing.
Warren Leeds III
Born and raised in Yonkers, New York, I am a Certified Public Accountant and earned an MBA degree from Pace University-Lubin School of Business in New York City. I was employed for many years with a Fortune 500 medical device manufacturer where I held several key managerial positions in tax and corporate accounting. A corporate takeover provided me with the opportunity to venture out and start my own tax practice and I have been doing so successfully ever since.
I am a full-time resident living in Bonita Springs with my wife and two children who attend Estero High School. I enjoy staying physically active with as much outdoor exercise as possible in our SW Florida heat and humidity. I am an avid reader and have a framed quote on my office wall by Judge Learned Hand…..taxes are enforced exactions, not voluntary contributions…nobody owes any public duty to pay more than the law demands.