Adair Wealth Management’s vision is to provide comprehensive, personalized portfolio advice and management to individuals and small companies by creating a customized plan for each client as a road map to strategically build a personalized portfolio that will have the goal to meet the needs of each individual. As a fiduciary, investment advisors are held to the highest standard of good faith and will always put your interests ahead of our own.
The objective is to build and manage investment portfolios for our clients that can withstand any market environment and will grow over time to either maintain or increase your wealth over the long run. Our global dynamic portfolios are fully customizable, and we will review your situation over time and make adjustments that meet your ever changing needs. We specialize in providing peace of mind by taking the reins so that you don’t have to, and we strive to educate you along the way so that investing is not something to fear any longer.
Adair Wealth Management, LLC is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.