From the very beginning, Vickie has been focused on one thing – helping others prepare for a sound financial future.  After recognizing the need for expert, independent, financial planning* advice, she took her vision and created a client centered, full service firm along the coast of the Palos Verdes Peninsula.

Since 1991, she has emerged as an elite advisor offering extensive expertise and personalized financial guidance within a boutique Wealth Management firm.

Identifying and serving her clients best interests is the driving force of her practice  and the cornerstone of each Wealth Management relationship.



As a CERTIFIED FINANCIAL PLANNER® she is an expert in investment* and asset management, taxation, estate and retirement planning.   Additional specialized training as a Certified Divorce Financial Analyst®, provides an educated, objective viewpoint at an emotional time fraught with long term financial and lifestyle consequences. Decades of experience in complex tax planning enhance these specialties.

Her firm follows a disciplined approach to Wealth Management that outlines 9 critical Wealth Management issues that clients are likely to face at some point in their lives.

Vickie's belief in frequent on-going client communication allows her to anticipate which of those key issues will be in the fore-front while focusing on a client’s complete financial picture.  This approach affords her clients the freedom to live their lives in the way they desire, while she manages the financial details.

Her commitment to continuing education and training far beyond industry standards coupled with an extensive platform of best-in-class services provide the solutions to the key issues impacting clients’ financial futures and has built an esteemed client base that seeks her advice and guidance for all their financial concerns.  Her client relationships are lifelong and multi-generational.

Clients consider her firm a complete resource, ‘their own personal financial concierge" and  ‘trusted advocate’ ready to call upon a vast network of professionals and skills to pursue their unique financial goals.

*These services are offered by Vickie Adams through her affiliation with HD Vest Investment Services(SM) and HD Vest Advisory Services(SM)

 

Winner of the Five Star Wealth Manager award for 2014 as seen in Los Angeles Magazine.