PORTFOLIO MANAGEMENT

 

We assess your current holdings and make sure they are aligned with your short- and long-term goals

RETIREMENT

PLANNING

 

Our specialists design an investment strategy to help you retire on your terms

ESTATE

PLANNING

 

We analyze your assets and create a means to preserve your wealth from generation to generation

FREE CONSULTATION

SERVICES WE OFFER

At Adams Wealth Management, we specialize in offering you with services and resources that best fit your overall financial picture.

ADDITIONAL SERVICES

   Comprehensive fee-based financial planning

   Asset management

   Fee-based asset management/investment planning

   Tax strategies

   Legacy planning

   Charitable giving

   Long-term Care insurance

   Education planning/529 plans

   Stock option planning

   Deferred compensation planning

   Corporate retirement plans

   Estate Planning Strategies

 

INVESTMENT

ANALYSIS

 

Our team presents ongoing reviews of your investment performance and uses stress testing, such as Monte Carlo Analysis, to see how successful your portfolio can be.

INSURANCE

ANALYSIS

 

We analyze your needs and coordinate your products with your investments and in conjunction with your overall plan

 

ALTERNATIVE

INVESTMENTS

 

Our advisors continually monitor alternative assets.

 

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