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.
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.