I help you build passive income and take advantage of market trends.
My job is simple: help you earn steady income from your investments and put your money in a good position when the market shifts, using ETFs and options.
— Adam Straseske, CMT
Passive Income
Create Investment Income
Passive income is money your investments earn for you on a regular basis. Some of it is guaranteed, some of it changes month to month — and it's the foundation of financial independence.
Market Trends
Take Advantage of Market Trends
The market is always moving — up, down, or sideways. We keep a close eye on those moves and manage risk using stop-losses, smart position sizing, and a mix of different strategies.
Core Values
Growth, Gratitude & Responsibility
Our values guide everything we do, big or small. Your goals come first, always — and we genuinely enjoy the people we work with.
About Adam
Want your investments to earn you income, without the fear of a crash? I can help.
I've been helping investors since 1999 and have seen and participated in every type of market action there is — if it's happened in the markets, I've seen it. I earned the CMT designation in 2011 and co-authored Home Run Financial Planning. I'm growth oriented, grateful, and take responsibility seriously.
The people I work with are sharp, resilient, and fiscally conservative. They don't want to ride out market cycles wasting years of returns — they want a thoughtful, reasonable approach to the markets.
Schedule a Free Consultation
Who I Work With
People Work with Me Because They Want...
Reliable Investment Income
They have done a good job of saving money and want to turn their savings into steady income, without wondering if a check will show up each month. They'd rather have a simple plan done well than a complicated one. They want to be financially independent, and get there safely.
Take Advantage of Market Trends
Our clients have lived through a bear market and know how much damage it can do. They're tired of being told to just "ride it out." They want an advisor who actually watches the markets, spots trends early, and acts on them judiciously — without betting the farm.
The bottom line is that my clients work with me because they want an advisor who constantly looks for better ways to do things, picks up the phone, answers questions directly and plainly, and looks out for them.
Let's Start the Journey
Three simple steps
Let's Talk
A no-pressure conversation about where you are, what you want, and whether we're the right fit.
Let's Plan
We build a strategy around your income, risk, and capital efficiency goals — nothing generic.
Let's Grow
We implement, monitor, and adjust together — with regular check-ins as life and markets change.
Roots & Returns
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