Wealth Management

Adams Brown Wealth Consultants

How will you put your children through college? Pay for vacations? Buy that lake house you’ve been dreaming of? Host a wedding? And, most importantly, what will your life look like when you eventually retire? These are all important questions individuals have to face. Just like the desires of individuals vary, so does the path to achieving them.

With great uncertainty comes great responsibility for protecting, growing, and managing your wealth. Between market volatility and a continually shifting landscape of federal and state taxation, individuals, families, and business owners must act. By working with a trusted partner, you can get the information, guidance, and planning strategies you need to accommodate any wealth management challenges that may arise. Customized solutions include:

Solutions

• Wealth accumulation and preservation – Whether you’re growing your wealth or working hard to save the nest egg you’ve built, a strong plan built from your personal and business goals is a necessity.
• Financial services – Once you have a clear picture of what you want to achieve, we’ll work together to create a strategy and implement actions to bring you goals within reach. This includes solutions such as retirement planning, education planning, estate and succession planning, and more.
• Financial Strategies – Everyone has different wealth building strategies. Whether you plan to buy an RV and tour the nation in retirement or relocate to somewhere tropical and warm, a diversified strategy can help you get there.
• Holistic tax planning and reduction strategies – A strong investment strategy by itself is good. However, when paired with tax planning, you get the full picture and a complete understanding of the tax implications of your wealth management goals.
• Debt management and restructuring – What debt should you pay off first? Is it better to pay off debt or invest? This service offering is designed to answer these questions and help you meet your financial goals.
• Business continuity – Disasters, unplanned incidents, and accidents happen. When ‘life happens,’ what is your plan to ensure that your business continues to run smoothly? A strong business continuity plan will allow you to position the next generation of leadership for continued success.
• Insurance: disability, life, long term care – Planning for the unexpected can be daunting. Insurance can be an avenue to afford you and your family the ability to continue your way of life when the unexpected occurs.

To learn more, click here to contact Justin Mitchell, Wealth Management Service Line Leader.