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, Laurie now guides women along the West Coast and across the US as a virtual financial advisor. From a career in international business including art, fashion, and venture capital, she applies insights and experience gained in the corporate planning arena to each individual and family she works with.
As a holistic advisor with over 15 years experience, Laurie brings clients peace of mind as she shares her gift for transforming complex financial issues into understandable plans. She provides financial planning and investment management, including retirement, intergenerational, and philanthropic planning. As a fiduciary planner, Laurie’s orientation is always ‘client first’.
For more information on financial planning for women, please see Laurie’s personal website, Meaningful Wealth.
RESOURCES
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MEET THE TEAM
Laurie Adams
Financial Advisor, Managing Director
Mark Lebida, CFA®
Managing Director, Investments
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 Consultant
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.