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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Adamic Wolford Group
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Wealth Management
The Adamic Wolford Group is skilled at handling a wide range of wealth management challenges, because of the training, experience and enthusiasm that each team member brings to the table. Our skills are complementary and collaborative, delivering a foundation of knowledge and insight, and offering what we believe is extraordinary service, designed to make each encounter a positive one.
The Adamic Wolford Group
Our mission, first and foremost, is to understand you
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 that 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 holistic approach to wealth management puts clients' needs at the center of everything we do. We believe our role goes beyond investments, giving us a way to help you pursue what is most important to you and your family. "
Jason Adamic, CFP®, C(k)P®, CRPC™
Managing Director
Wealth Management Advisor
Portfolio Advisor
Retirement Benefits Consultant
We believe we can make a difference in your life
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.
"Our goal is to understand in great detail where your wealth stands today and where you would like it to be tomorrow. "
Kirk J. Wolford, CIMA®
Managing Director
Wealth Management Advisor
Senior Portfolio Manager
Global Institutional Consultant
Your priorities drive our wealth management approach
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.
We assist organizations in fulfilling their missions
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 Merrill Lynch Wealth Management 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 and Merrill Lynch Wealth Management 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.
*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as“MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.
"Because of our experience with high-net-worth individuals as well as companies, we are keenly aware of which benefits programs may be a best fit for specific employees and organizations--including concentrated stock and corporate stock options and strategies."
Kirk J. Wolford, CIMA®
Managing Director
Wealth Management Advisor
Senior Portfolio Manager
Global Institutional Consultant
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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