Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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 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.
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.
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.