General Info

Wealth Management Advisor Adam L. Way, CLTC and his team of highly-trained professionals provide unmatched financial expertise. They understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term. Our Unique ApproachAdam and his team will work with you to:Gain a clear understanding of financial goals and dreams;Identify specific solutions to meet a client's needs;Create a comprehensive plan designed to achieve a client's goals, and; Monitor the client's plan and make adjustments as needs change.They will use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.Adam's team breaks the financial planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management. Discovery: Identify and think about the problem The first phase begins by thinking clearly about the problem. This is called the Discovery phase, and this is where clarity is achieved around your goals and planning gaps are identified.Creative Solutions: Think about the solution The second phase is the Creative Solutions phase where you think clearly about the solutions and make decisions regarding closing the planning gaps.Strategy Deployment: Implement the solution The third phase is the Strategy Deployment phase where you implement the solution and help achieve your desired results.Results Management: Manage the results The final phase is the Results Management phase where we establish a plan to manage the results. This ensures you have confidence your plan will work over time. Working with a knowledgeable and experienced planning team that has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.Adam Way and his team will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement and manage that plan.