LAURIE ADAMS
Financial Advisor, Managing Director
Empowering women across the country through comprehensive, supportive financial guidance.
PACIFIC NORTHWEST
HOW I HELP
Supporting women in transition
Through life’s twists and turns, and smooth times too, we will help you to take control of your finances and develop confidence and clarity about how your wealth can best serve you.
We work to create a safe environment where you can explore, learn, dream out loud, and create a plan for an even more fulfilling life.
TOGETHER WE WILL
- Develop a plan based on your unique and evolving goals and needs and refine it through ongoing dialogues.
- Focus on identifying and providing effective catalysts for positive change in the way your money influences your life.
- Increase your confidence in retirement planning, making sure you have a dependable plan for your financial future.
- Empower you to take on life’s opportunities and challenges, feeling heard, prepared, and in control of your financial journey.
HOLISTIC GUIDANCE
We’ll create bespoke investment management and financial planning strategies aligned to you and your objectives. And because financial wellness is about more than just your balance sheet, we’ll also work through our financial coaching program so you can align your money with your values.
TRANSPARENT ADVICE
Taking command of your financial well-being is a goal you can achieve. To help you see the clearest path forward, we’ll provide honest insights and objective recommendations through ongoing and open communication.
SUPPORT WITHOUT JUDGEMENT
We offer understanding and support for your financial concerns in a judgment-free space. Whatever your financial opportunities — or challenges — we’ll navigate them together, giving you increased confidence in every decision.
ABOUT LAURIE
Financial Advisor, Managing Director
With deep Seattle roots and over 15 years of experience, Laurie serves as a virtual financial advisor guiding women along the West Coast and across the U.S. Her practice focuses on helping women navigate retirement, inheritance, family transitions, and legacy planning with clarity and confidence.
Laurie brings a global perspective from her earlier career in international business—spanning art, fashion, and venture capital—which informs her strategic, thoughtful approach to financial planning. She holds a B.A. from the University of Washington’s Henry M. Jackson School of International Studies and is fluent in Japanese.
She specializes in holistic planning and investment management, including retirement, intergenerational wealth, and philanthropic giving. A fiduciary and lifelong advocate for her clients, Laurie is known for transforming complexity into clarity and offering calm, compassionate guidance through every financial chapter.
She and her husband John enjoy travel, the arts, exploring new cultures, and plenty of good food.
RESOURCES
Market Backdrop and Fed Dynamics There’s been a broad-based rally in global equities this year, reinforcing the case for looking beyond the U.S. for diversification. At...
There’s a common misconception that being wealthy on paper means having cash on hand. This is why so many high-net-worth estates are “asset-rich, cash-poor,” with...
Whew! If you’re reading this, you might be thinking about—or already welcoming—a new little one into your world. Having experienced these emotions myself, and having...
Your employer-provided benefits are an important part of your overall financial wellbeing. They often include valuable tools—retirement savings plans, health and...
What’s Changing and Why It Matters The IRS has released new 2026 tax brackets and rules that will affect how much you owe—and what you can keep—in the coming year....
Few conversations are harder, or more important than, planning for what happens after you’re gone. Over the past year, we’ve watched families we care about struggle to...
Equities and Sector Trends September marked another strong month for global equities, with non-U.S. stocks narrowly outpacing domestic markets. The MSCI ACWI ex-U.S....
In life and in business, we instinctively understand the power of timing. We time a difficult conversation, a major career move, or a pivotal investment. For a business...
Lately, I’ve had a few too many conversations with friends who are suddenly stepping in to help care for their parents. It can feel overwhelming—especially when it...
MEET THE TEAM
Laurie Adams
Financial Advisor, Managing Director
Paul Vella
Senior Investment Strategy Associate
Jason Sangekar, CFA®
Managing Director, Capital Markets
Amanda Pasquale
Investment Operations Manager
Karen Samuels
Investment Operations Manager
Ryan Simpson
Investment Operations Manager
Cody Capobianco
Investment Analyst
John Mortola
Financial Advisor
Beth Brigadier
Director of Advisor Services
Financial Empowerment
Starts Here
Life can sometimes get pretty complicated, but your finances don’t have to be. Whatever transition you’re experiencing, from looking at retirement, to becoming suddenly single, or receiving new wealth from inheritance, you can count on my support through compassionate financial planning services.
With over 15 years of experience as a financial planner, I blend heart and intellect, making complex financial matters understandable. Know that you’re heard and feel empowered to take the lead in your financial future with confidence.
Together, let’s clear your path to financial well-being, as you move forward with clarity and purpose.