Wealth Management & Estate Planning

Adams-Hansen performs wealth management for high-net-worth individuals, Executives, business and real estate owners.

Our services include investment management, investment consulting, tax planning, estate planning, risk management, asset protection, and charitable planning. The objective of these services is to help clients grow and preserve their wealth over the long term, while minimizing risks and optimizing tax efficiency.

We use a detailed discovery method, discovering your values, relationships, goals, concerns, and assets.  A comprehensive plan is developed to solve for those values, relationships, goals and concerns.  The wealth management formula includes advanced planning, a large part of that is estate planning.  We review what you have done, compare to your stated values, share with you what is possible and memorialize your decisions to share with your legal professional(s).