Your investment management decisions are driven by your needs and goals, not our desire to sell products. Once we have a working plan, we will tailor your investments to meet your needs. Unlike many financial advisors, our team's background is in finance, not sales. We combine cutting edge mathematics and technology with analysis to choose from some of the premier money managers. Our philosophy focuses on reducing risk through true diversification including alternative investments.

Retirement is a serious life event. Like all of life's most important decisions, we should attempt to fully understand our situation, our objectives, and our options before we begin to make real choices. Then, we need real advice that can help implement that plan. Investors have been through a whirlwind over the last few years, which brings home the need for real diversification. Nevertheless, we often find that the critical decision was not just how to invest, but could be when to retire or how to save. Without knowing the questions, it is difficult to know the answers. 

We can help you develop strategies to minimize your tax exposure during all phases of your life. Many people overlook relatively simple strategies to reduce their overall risk of taxation. Our modelling can help you reduce your tax exposure today while planning for tomorrow. We frequently work with CPAs and other tax professionals to make sure the advice you receive from all of your advisors is compatible and working in your best interest. 

ADK can help you develop customized strategies to help pass on your assets when you decease. Detailed planning is often crucial to truly understand your needs and your options. We will work with your attorney to draft a plan tailored to your desires. While many of us focus only on today, planning our legacy is not to be overlooked. 

We integrate your protection strategy into the rest of your financial plan. We can discuss various life insurance strategies and compare the various costs and benefits. We can review your property and casualty insurance to make sure you are appropriately covered. We also provide Long Term Care insurance for later in life. 

We also plan around other special situations. We are adept at dealing with needs for education. We have experience with families with special needs members. We have several entrepreneurs and small business owners as clients. Your needs are as unique as you are, and we want to help.