From the very beginning, Vickie Adams has been focused on one thing – helping others prepare for a sound financial future. After recognizing the need for experienced, independent, financial planning* advice, she took her vision and created a client centered, full service firm.
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 experienced 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.
She has written extensively on diverse financial topics, is regarded as a key influencer in Divorce financial planning, and been quoted by publications from CBS to USA Today
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 dedication to remaining a boutique firm allows each client to feel like her only client.
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 Avantax Investment Services℠ and Avantax Advisory Services℠
Multi Year Winner of the Five Star Wealth Manager** award as seen in Los Angeles Magazine.
**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/ or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Recipient may have had unfavorable ratings. 3,528 wealth managers in the Los Angeles area were identified; 154 were named 2019 Five Star Wealth Managers