Adam Scharf is a Financial Advisor at RMR Wealth Builders, Inc., where he works with individuals and families to bring structure, clarity, and direction to their financial lives. His work is grounded in thoughtful planning and disciplined decision-making, helping clients navigate complex financial situations with a clear understanding of how each piece of their financial life fits together.
He focuses on building coordinated strategies across investments, retirement, and estate planning, with an emphasis on tax efficiency and risk management. By aligning each decision with a client’s broader goals, Adam helps clients protect and grow their wealth across generations.
Adam brings a unique perspective to wealth management through his background in law. He began his career in the Legal and Compliance Department at Morgan Stanley, advising on regulatory and securities matters. He later represented clients in federal investigations and proceedings involving securities, tax, and fraud. He went on to serve as Legal and Compliance Counsel for a hedge fund, overseeing legal, compliance, risk, and operational functions.
Since transitioning to wealth management in 2018, Adam’s legal background continues to shape how he helps clients navigate complex financial decisions with greater clarity and structure. His disciplined, multi-generational perspective is focused on helping clients maintain their current lifestyle while positioning their plans for long-term sustainability.
Adam holds a Series 66 securities license and is admitted to the Bars of New York and New Jersey, as well as the federal courts of the Southern and Eastern Districts of New York and the U.S. Tax Court. He earned his Bachelor of Arts from Bucknell University and his Juris Doctor from Brooklyn Law School.
Outside the office, Adam enjoys traveling, golfing, playing tennis, skiing, and spending quality time with his family.