Services

Clients look to Adaptive Wealth Management to manage their portfolios and keep them informed through periodic strategic reviews.  We spend time getting to know your financial goals and risk tolerance. Then we can effectively implement a plan that moves you closer to meeting your specific needs and objectives.

Our services include:

Man and woman standing on beach looking at the oceanRetirement planning – Financial planning is the key to retirement preparation.  We encourage you to make the most of your employer-sponsored retirement plans and IRAs. We can help determine how much you need to retire comfortably.  AWM can manage your assets before and during retirement.

Tax management*- We can develop tax-efficient investment strategies and help structure your portfolio to be tax-efficient. We can also refer you to a qualified tax specialist, should you need one.

Student graduate with parents on either side of himEducation funding – To meet education costs for your children or grandchildren, we can help you set aside funds and devise accumulation strategies so the funds are available when the child reaches college age.

Risk management - We continually work toward protecting your assets and help orient you to the ways we seek to mitigate market risk through our Adaptive Wealth Management process.

Asset Allocation and Investments– We can determine your asset allocation needs and help you understand your risk tolerance before recommending appropriate investment vehicles to help reach your goals.

Employee and executive benefits– Ask us about helping you provide attractive benefit packages to attract and retain qualified employees for your business.

 

* Wells Fargo Advisors Financial Network and Adaptive Wealth Management do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have ?tax consequences.