MEET OUR TEAM

We pride ourselves on our deep relationships with clients.

You will not be handed off. The people you meet first are the people who stay with your family.

(01) — THE PARTNERS

Dung Bui

PARTNER

Dung turns strategy into execution — reconciling accounts, catching problems before they become surprises, and serving as the second set of eyes on every household's numbers.

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Neal Quon, Founder & Principal at Adaptiv

Neal built Adaptiv Partners to hold the whole financial picture together — coordinating CPAs, estate counsel, and portfolio management so every dollar has a job and unnecessary fees, taxes, and risk get removed.

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One conversation is usually enough to know whether we are the right fit.

GET IN TOUCH

Dung Bui

Neal Quon

One conversation is usually enough to know whether we are the right fit.