What is Your Path from Successful to Generous?
Discover how your wealth can echo your values and passions.
Your unique approach to giving can make a world of difference, not just in the lives of others, but in how you shape your own legacy.
Why Take This Quiz?
Understand how your values can shape your giving.
Learn how to make your philanthropic efforts more impactful.
Discover how to align your financial goals with your passion to leave a lasting legacy.
I created this quick and insightful quiz to help you uncover your path to generosity, guide you toward a strategy that aligns your wealth with the causes you care about most.
Whether your passion lies in the arts, your local community, groundbreaking innovations, global challenges, or a mix of everything, this quiz will provide you with clarity and direction.
- Adam Malcolm
Financial Advisor Empowering Community Impact
Adam Malcolm, a former opera singer turned financial advisor, specializes in supporting purpose-driven business leaders and community champions passionate about the arts and culture sector. After transitioning from the arts, he obtained certifications in financial planning and philanthropy, devising innovative strategies for impactful giving. Adam helps clients integrate their values with their financial goals, fostering personal and community growth. He is committed to deep, meaningful client relationships, guiding them to enhance their wealth and make significant societal contributions.
Outside of finance, Adam enjoys opera, participates in community theatre, and leads financial literacy workshops, enriching his engagement with the community.