— Financial Advisor for Tech Professionals, Entrepreneurs, and Families in Florida

Meet Adam Gruber, CFP®

Adam Gruber founded AMG Wealth Management in 2020 with a clear mission: to offer honest, personalized guidance that puts people—not products—first. As a CERTIFIED FINANCIAL PLANNER® professional and Tampa native, Adam works closely with clients in the tech industry and entrepreneurial space to help them navigate equity compensation, tax decisions, and big-picture financial planning with clarity and confidence.

Whether you’re facing a major stock decision or simply want to feel more organized, Adam’s here to walk alongside you with care and transparency.

— Built Around Clients

From Analyst to Advisor

Adam began his career as a portfolio analyst with Sundance Wealth Management and CPS Investment Advisors, gaining a strong foundation in investment strategy and portfolio design. But something was missing: real conversations with real people.

Adam realized his passion wasn’t in crunching numbers behind the scenes, but in sitting across the table, helping clients make financial decisions that actually mattered to them.
That’s what led him to launch AMG Wealth Management in 2020—a boutique, fee-only financial advisory firm based in the Tampa area, built around transparency, trust, and thoughtful planning.

— Beyond the Office —

Planning With Purpose—In and Out of the Office

When Adam’s not guiding clients through equity trade-offs or tax decisions, he’s usually wearing a different hat: coach. After years coaching flag football teams, he’s currently the coach of his son’s soccer team. Adam brings the same focus on preparation and execution from his professional life to each practice and game, helping his players reach their full potential.

At home, Adam is husband to Jessica and father to Brady, and on the weekends, you might catch him on the golf course or planning the next family adventure in the great outdoors.

— A Fiduciary Mindset

Why Clients Choose to Work With Adam

Adam is known for being relatable, clear, and thoughtful. He takes time to understand each client’s values, whether they’re juggling startup equity, planning for a growing family, or facing their first major liquidity event.

He obtained the Series 65 license and became a CFP® professional in 2021. More importantly, he lives out the fiduciary standard—not just legally, but in spirit. Every recommendation he makes is based on what’s best for you. Period.

Clients often say they feel heard, respected, and better informed after every conversation. That’s the goal.

— Clear, Personal Guidance

Rooted in Florida,

Focused on You

Adam grew up in Tampa, studied finance at Florida State University, and has stayed close to the community that shaped him. His deep Florida roots, combined with his national client base, allow him to bring regional understanding and a broad perspective to every planning conversation.

He’s also passionate about supporting youth sports and mentorship programs, seeing them as powerful tools for building confidence, character, and lifelong skills. Whether he’s coaching on the field or contributing to community initiatives, Adam brings the same energy, empathy, and sense of purpose to his community as he does to every client meeting.

— Let's Connect —

Ready to Start a Real Conversation?

If you’re navigating equity compensation, building your career, or just want financial planning that actually fits your life, Adam would love to hear your story. Start with a short call to share where you are, where you want to go, and how he might help. It’s relaxed, honest, and entirely focused on you.