Second 50 Financial

Clarity, Depth and Freedom in Wealth Management

Second 50 Financial was founded by Kathleen Adams, CFP®, CPWA®, RMA®, and David Swift, CIMA®, after leaving one of the nation’s top RIA firms to build something better.

We serve successful individuals and families who’ve outgrown cookie-cutter advice. As an independent firm, we offer the personalised guidance of one-on-one relationships and access to the kinds of institutional opportunities most investors never see.

From portfolio design and tax-aware strategies to navigating private markets, we help clients bring clarity, confidence, and intention to their wealth—so the second 50 years of life can be their best.

Topics we cover:
– Private market investing
– Retirement income planning
– Advanced tax and estate strategies
– AI, technology, and innovation in investing
– Market insights and research updates
– Financial planning for life after 50

Subscribe for insights that go beyond the generic—designed for investors who expect more.