Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Adamic Wolford Group focuses first on understanding client values; second, on helping clients identify and prioritize their most cherished goals; and third, on evolving a series of wealth management strategies thatt place clients squarely at the center of everything we do.
Every member of our group shares a common goal: to help individuals and families pursue their financial dreams. Our experienced advisors regularly talk with and challenge each other to help shape wealth management recommendations that reflect our combined knowledge and resources. And our client associates are commited to delivering superior service and satisfaction intended to make each contact pleasurable and productive.
We invite you to see for yourself how our strategic and personal approach to wealth management can help you develop and implement the strategies that can address your unique financial needs.
We invite accountablility in every phase of our financial relationship with you. We will contact you to review your progress as market conditions and investment opportunities change. And we will help you measure results agains your goals and make adjustments, as necessary.
Our extensive experience helps us understand the financial pressures you face--not just challenges you're dealing with in the present, but those that may determine your retirement and lifestyle dreams in the future, as well.
It all starts with you. We have clients--in many cases, multi-generational--who have relied on our advice and guidance for years. We feel we are most effective at helping affluent clients to understand the complex financial landscape they may confront during various market cycles, and we take the time to mentor them through the goals-based wealth management process.
Even though we have assisted clients in similar situations, we realize that your particular circumstances are unique. We probe to gauge what you may think and feel about investing. We get to know you as an individual--perhaps more so than other professionals with whom you work--which offers us additional insight into your decision making and risk/reward profile.
Goals-based wealth management is a way that we can help you move beyond stocks and bonds indices so you can evaluate portfolio performance and focus on what matters to you on a personal level. In other words, we can offer an investment approach for you that's customized to address your unique set of concerns and goals, such as a child's education, a new home or income in retirement.
In addition to working with individuals and families, Jason Adamic and Kirk Wolford have earned the internal designation of Retirement Benefits Consultant, reflecting their deep experience working with corporate retirement plans of all sizes, including plans with assets in excess of $50 million. In addition, Kirk is credentialed as a Global Institutional Consultant within the Bank of America Merrill Lynch Global Institutional Consulting Group.
Employee retirement programs
Our focus is on understanding and satisfying company and employee needs, and helping organizations design a plan that fits their 401(k) and pension plan objectives. We can also provide access to Bank of America Merrill Lynch resources for retirement plan design, administrative services and record keeping capabilities designed to help each program to work smoothly. WE have the experience and knowledge to assist clients with the intricacies and challenges of running a retirement program and to assist employees with key education and information.
Capabilities and process
Our team is highly qualified to offer guidance on initiating a new defined contribution plan, implementing changes to an existing plan, or helping you find ways to make a plan more cost effective.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.