Adam Klein, CFP, CRPC, APMA

09/01/2026

Clients: Thank you for all of your feedback and support! I'm excited to share that my current client satisfaction rating is 5 out of 5. If there’s someone in your life that could benefit from my services, feel free to send them my contact information. Please review important information about my score on my website. www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

Learn how Ameriprise Financial has helped clients feel confident about their financial futures for more than 125 years.

08/31/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join me to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/28/2026

Next book...

08/27/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/26/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you. I can help you turn business equity into lasting personal wealth. Contact me:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/25/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/24/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. I can help you make both goals work together. Contact me to discuss:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/23/2026

08/21/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how I help small businesses do it right. Contact me directly:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

08/20/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors. Contact me directly to discuss:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

Why today’s tariffs may have more staying power.