Our Legacy

George Chardukian, the team’s founding partner, started in the financial services business in 1979. As George's business continued to grow over the years, he felt the need to get back to his roots. His background as a former school teacher and coach compelled him to hire and mentor an aspiring financial advisor, Adam Goldstein, who began with an internship through the University of Arizona in 2006. After graduating, Adam was hired by RBC Wealth Management in January 2007. He began working closely with George, learning from his wealth of experiences and helping fulfill George’s promise to his clients that their financial needs and objectives will be taken care of by someone they know and value. In January 2008, the Chardukian-Goldstein Investment Group was formally created.

In 2020, Adam and George founded Adara Wealth Management, which offers a team of qualified individuals who work interdependently to provide the advice and creative investment planning that have been our hallmark for more than 40 years.