Adam Gafner, AIFA®

Wealth Advisor


Adam Gafner is a Managing Partner / COO / Wealth Advisor at Titletown Wealth Management serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.

Adam creates and actively manages customized financial plans for individuals, families, and businesses to address their specific short and long-term financial goals. Adam focuses on providing a personal level of service through investment discipline and risk management. He has more than sixteen years of experience in the financial services industry.  Adam currently holds the AIFA Designation which allows him to perform Fiduciary Assessments for individuals, families, businesses, and non-profit organizations. 

Adam is an active member of his community, volunteering his time to various organizations. He enjoys spending time with his wife Amber, his five children, and is a loyal Green Bay Packer fan.

 

"We do things differently.  Differently than other wealth management firms and our clients are confident in this.   Getting our CEFEX certification is more than a symbol that we can put on everything that is associated with Titletown Wealth Management.  When clients work with us they know that they are working with a transparent fiduciary practice and that is why we are CEFEX certified.  This gives the client the utmost confidence that they are working with a trusted firm that has been vetted by an outside source. We are passionate about this and our clients know it.  I wouldn't be a part of anything else.

AREAS OF EXPERTISE:

  • Annuities
  • Estate planning
  • Insurance and long-term care
  • Investment advising
  • Retirement income planning
  • Fee Only investment management

COMMUNITY INVOLVEMENT:

  • Shawano Dollars for Scholars, Treasurer (2013–present)

REGISTRATIONS, LICENSES & CERTIFICATIONS:

 

  • Wisconsin life and health insurance licensed
  • Accredited Investment Fiduciary Analyst