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Your Plan

An Adams Wealth Plan™ is a map that will lead you through life’s biggest financial decisions, ensuring you get where you want to go.
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When it comes to managing your finances, investing more in planning pays significant dividends. On average, people who take advice earn median annual returns that are 3.32% higher, net of fees, than people managing their own portfolios.*
* A study titled Help in Defined Contribution Plans: 2006 through 2012, published by Financial Engines and Aon Hewitt, quantified the impact of advisors on investment performance by examining the 401(k) investing behavior of 723,000 workers at 14 large US employers.
Group of hikers going up mountain Group of hikers going up mountain

Successful wealth management is all about planning.

There are many decisions to be made but with the right approach it doesn’t need to be daunting.

At Adams Wealth we take the hassle out of the process, walking you through every step and leaning on our experience to ensure you can make the right decisions with confidence.


You deserve a better type of plan

While many wealth managers talk about the importance of planning, most of them only scratch the surface of what goes into an Adams Wealth Plan™.

You will have a dedicated Service Team that will work with you to assess your unique circumstances and identify strategies with a level of creativity, detail, and expertise that few wealth managers can match.

This team-based approach ensures a range of perspectives and specializations contribute to your plan.


You deserve better service

Your dedicated Service Team will support you through every important decision, taking the time to really understand your priorities.

Our experience will help you determine appropriate targets and the services most relevant for you. Too often asset allocation decisions are based on generic questionnaires that push clients into the middle of the risk/return spectrum.

Your Service Team will properly evaluate the relevant factors, including age, asset base, spending needs, savings rates, taxes, retirement plans, and the desire to leave an inheritance, when determining your appropriate asset allocation. We won’t compromise your financial future for our own convenience.

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Your plan grows with you

Your Adams Wealth plan will be unique, just like you. It will be dynamic, evolving in line with your changing circumstances. We will be with you every step of the way, working with you to regularly review and refine your plan, ensuring it continues to work for you.

Your Adams Wealth Plan™ will be constructed with an unparalleled attention to detail by a team of financial professionals with diverse expertise and specializations, ensuring you receive the best advice possible. This plan goes well beyond spreadsheets and returns; it is a comprehensive road map, delivering you the lifestyle and legacy you have worked so hard for.

No two people are the same. Every individual has their own unique set of financial circumstances and goals. An Adams Wealth Plan™ embraces these differences.


Differentiated

Differentiated plans require differentiated solutions that are fully integrated with your investments. Why entrust this to an investment manager that is based thousands of miles away and has no intimate understanding of your financial needs and concerns?


Independent

We will never recommend a service unless we believe it will help you achieve your goals and will always be open about our fees because we trust our ability to demonstrate our value.


Relevant

Our services are simply the tools that will bring your Adams Wealth Plan™ to life. Every service is available to every client. Your dedicated Service Team will guide you through your options, and the services we provide can be adjusted as your plan evolves.