Adam Lawrie, CFP®

Questioner
DISC Type : c

President & Strategic Wealth Planner, CFP® at Charter Wealth Strategies

Troy, Michigan, United States

Overview

Adam Lawrie is a President and Wealth Management Advisor at Charter Wealth Strategies, recognized by Forbes as a Top Financial Security Professional in 2025. He specializes in guiding entrepreneurs and businesses through complex financial landscapes, focusing on cash management, tax efficiency, and executive compensation. He holds the CFP® certification.

Outside of his financial practice, Adam is passionate about youth mentorship. He founded and serves as President of Business Warriors, an organization that connects high school students with local business professionals to provide insights into post-academic life and facilitate networking opportunities.

He was named one of the Top 10 New Advisors in 2019.

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Small Business Finances
His practice focuses on solving unique issues for business owners, including cash management, capital preservation, and liquidity event planning.
Tax-Efficient Strategy
His professional mission and client conversations center on mitigating risk and maximizing returns in a disciplined, tax-efficient manner.
Youth Mentorship
He is the President of Business Warriors, an organization he founded to connect high school students with business professionals for guidance and networking.

Media Appearances

Adam has no verified media appearances

Work History

5-2018
President & Strategic Wealth Planner, CFP® at Charter Wealth Strategies
1-2015 - 3-2020
President at Business Warriors
4-2016 - 4-2018
State Sales Executive at Citizens Bank
4-2012 - 3-2016
US Central & Western Regional Manager at Flagstar Bank
3-2010 - 10-2012
Lending Manager at JPMorgan Chase

Education

Education details unavailable from Butler University
Education details unavailable from Brother Rice

More Information

Social Presence :

Prographics :

Exp : 18 Location : Troy, Michigan, United States Job Level : N/A Designation : President & Strategic Wealth Planner, CFP® at Charter Wealth Strategies
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Adam

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Adam take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Adam

Personality Compatibility


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