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.*
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.
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.
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.
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 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?
Unlike other wealth managers, our advice is never influenced by commissions.
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.
We do not engage in any revenue or commission sharing. If your plan calls for an insurance product that generates a commission, we will donate it to charity. Our independence and integrity are not for sale.
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.