History
Realizing the need for personalized service and financial expertise , Vickie opened a boutique wealth management firm on the Palos Verdes Peninsula. She wanted to provide the very same personalized 'concierge' service that is available usually only to the very wealthy in a local setting. With the pledge to put her clients interests above all else, Vickie seeks to instill peace of mind for all clients regardless of their stage in the Wealth Management process.
Specialties
Certified Financial Planner, Certified Divorce Financial Analyst Experiencing a life transition? Divorce, Widowhood, Sudden Wealth, or Mid life Course Correction? Need guidance to navigate the financial maze of divorce and negotiate the best settlement possible? Seeking sophisticated tax strategies to complement your financial plan? Ready to relax and enjoy your second 50 years of your life? Vickie has provided comprehensive Wealth Management with a focus on life fulfillment issues since 1991. The highest level of personal service combined with financial savvy is what makes her practice unique. Women in transition, mature individuals, retirees and those desiring holistic financial planning and strategic divorce planning are our core clients. We exceed the stringent standards of Continuing Education in Taxation, Divorce and Financial Planning and maintain State of the Art Technology to ensure an accurate result while safeguarding your privacy. Clients consider Vickie Adams' firm a complete resource, 'their own personal financial concierge