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

July 2025 Market Commentary

by | Jul 7, 2025 | Market Commentary | 0 Comments

Ayatollahs in Iran, Russians in Afghanistan (or is it Ukraine?!?) Those lyrics were adapted from a seminal Billy Joel track released in 1989. Geopolitics is always...

What You Need to Know About the One Big Beautiful Bill Act

by | Jul 7, 2025 | Trending | 0 Comments

As the political landscape continues to shift, legislation in Washington has the power to reshape economic, tax, and entitlement policy for years to come. On July 1,...

The High Earner’s Guide to Tax Efficiency: Navigating the Tax Trap of Success

by | Jun 19, 2025 | Brian Flynn | 0 Comments

Reaching your career and business goals is a significant achievement. Whether you’ve successfully scaled your company, closed a major deal, or received a promotion,...

The Modern 401(k) Contribution Guide

by | Jun 16, 2025 | Kristin Bartlow | 0 Comments

For years, 401(k) plans have been straightforward. You contributed up to the maximum, your employer likely matched a percentage, and that was about it. But...

Understanding Tariffs: What They Mean for Your Money

by | Jun 13, 2025 | Uncategorized | 0 Comments

When tariffs dominate the news cycle, clients often ask: “How will this impact my portfolio?”  It’s a fair question, and an important one. As global trade tensions...

June 2025 Market Commentary

by | Jun 10, 2025 | Market Commentary | 0 Comments

Tap Dance or Tango? Tap dance is an individual form of dance while the tango requires close partnership and movements together. It has been a year of delicate footwork...

Ditch the “Shoulds” and Honor What Matters to You

by | Jun 9, 2025 | Financial Planning, Kerry Meath-Sinkin | 0 Comments

Too often, people encounter blanket rules of thumb about money and end up feeling bad and stressed, convinced they’re making the wrong choices. Guilt tends to lock...

Is Your Wealth Truly Protected? Key Questions About Diversification

by | May 23, 2025 | Brian Flynn | 0 Comments

For those who’ve built significant wealth, the landscape of investment shifts beyond growth to prioritize wealth preservation, expansion, and the impact of their...

Planning for Social Security’s Potential Evolution: A Prudent Approach

by | May 16, 2025 | Kristin Bartlow | 0 Comments

If recent headlines about Social Security have you feeling uneasy, you’re not alone. It’s a hot topic, sparking concern and prompting many of our clients to question...

MEET THE TEAM

journey strategic wealth - laurie adams

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.