History
Adams & Hansen started managing portfolios in the late nineties, utilizing the same methodology that they use today, Modern Portfolio Theory. As proud Financial Fiduciaries, Adams-Hansen also has demonstrated skills and experience in Business Succession Commercial Real Estate transactions, Charitable Planning, advanced tax avoidance, Social Security and Income planning. In 2000 Creative Wealth Strategies became a Registered Investment Advisor (RIA) for the first time. Both Rick and Brook have served as an Investment Advisor Representatives ever since.