Investing for your Future Starts Here

A Personalized, Team-Based Approach to Your Financial Future

There are so many different scenarios that lead an individual to becoming an investor. 

Maybe you’re a business owner or shareholder and have spent decades building your company; retirement is on the horizon. You need to manage the tax implications for a large, embedded gain from the sale of individual equity.

Maybe you’ve been part of the same company for 40 years, diligently contributing to your 401(k) and now you have a sizeable investment. But how do you convert your 401(k) assets into income? What if you were part of an ESOP at that company, and now all your net worth is wrapped up in company stock? 

Maybe you’ve inherited money from a loved one and need support managing the funds with due diligence as a good steward of the funds. 

Maybe you’ve done well self-managing your investment portfolio from time to time, but you forgot to rebalance your account and now the investments are riskier than you realized. 

Investment Services: Types of Accounts and What’s in Portfolios

Account Types

  • IRA accounts
  • 401(k) accounts
  • 403(b) accounts
  • 457(b) accounts
  • Brokerage Accounts

Investment Vehicles 

  • Bonds
  • Common Stock
  • Exchange Traded Funds
  • Index Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Regardless of where you stand, the biggest question at the end of the day is do I have enough money.

Money for retirement. For a second home. For travel. To help the grandkids with college. For a new car in retirement.

That’s where holistic investment planning comes in. There’s no single solution that best meets the needs of every scenario. Smart investment planning is all about you: your needs, goals, risk tolerance, and timeline. And those inputs can change over time.

The key is finding the right team of advisors to guide you on that journey. Careful considerations of where you are, where you’re going, and how to get you there involve a complete picture of your entire financial wellness, not just asset allocations in an account.

Adams Brown Wealth Consultants can tap into the in-house expertise of Adams Brown, a Top 150 Public Accounting Firm. Through this collaboration, you gain insight into the whole picture of your investment strategy, not just one piece of it.

  • Capital Gains Taxes
  • Cap Loss Harvesting 
  • Cash Flow Analysis 
  • Charitable Giving
  • Generation-Skipping Transfer Tax
  • Tax Impact Analysis 
  • Taxable and Tax-Free Investments
  • Wash Sale Rules 

Investment Services for Organizations 

Adams Brown Wealth Consultants also works with corporations, municipalities, endowments, and foundations on holistic investment planning. We apply the same personalized, proactive guidance to entity-level investment planning as we do individuals and families. 

Usually in these scenarios, we collaborate with Adams Brown, a Top 150 public accounting firm, on other pieces of the organization, like accounting or tax planning. Combining investment planning into the service relationship provides a streamlined, efficient way to manage money and assets.