High-Net-Worth Individuals and Families
You've done the work. We'll do the rest.
At Adair & Associates, we strive to meet every client's complex financial needs. For high-net-worth individuals and families, we offer a specific suite of services aimed at giving you clarity and confidence in your future.
Download our Private Client Brochure
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.