Services

"One person can make a difference, and everyone should try."

- John F. Kennedy Jr.

We are honored and grateful for the trust our clients put in our team to help them pursue their goals. Our goal is to provide the level of service that our clients deserve. The team at Adara Wealth takes time to understand our clients’ financial objectives and match them with sound strategies. Like family and friends, we are there through life changes and make adjustments as needed to help ensure that we stay on the agreed upon path that has the best chance of fulfilling our clients dreams, goals and objectives.

Financial Planning

401(k) Plan establishment & reviews for employers

Retirement Income Planning

Investment Management

Wealth Transfer Strategies

College Savings Plans

Charitable Giving

Estate Planning

Institutional

Money Management for:

Institutions

Endowments

Non-Profits

Foundations

Insurance

Life Insurance

Disability Insurance

Long-Term Care Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Adara@AdaraWealth.com | 520-467-5506