Adam Lawrie, CFP®
Questioner · DISC type cAdam 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.
Read the full overview →How Adam shows up
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.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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