Adams Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Adams Wealth Management
Team photo for Adams Wealth Management

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Advisors

Advisor photo for David Farkouh

David Farkouh

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit David Farkouh's website
Advisor photo for Robert Adams

Robert Adams

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Robert Adams's website
Advisor photo for Clarissa Dayoan

Clarissa Dayoan

APMA®

Associate Advisor

Visit Clarissa Dayoan's website


Team

Heather Wood

Heather Wood

Registered Client Service Associate

Personal Intro

· 401(k) accounts

· 529 accounts

· Charitable Gifting

· Donor Advised Funds

· Follow Ups

· Insurance Service

· Investment Question & Research

· Rollovers

· Trades & Rebalance

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Ritu Khanna

Ritu Khanna

Client Service Associate,

Practice Manager