Adara Wealth Management
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As a referral-only wealth advisor, we value the quality of our client relationships over quantity. With locations in Tucson and Prescott. Member FINRA/SIPC.
We take the time to understand what drives you to help you pursue your financial and lifestyle objectives. Financial Planning Services:
-- 401(k) Plan establishment & reviews for employers
-- Retirement Income Planning
-- Investment Management
-- Wealth Transfer Strategies
-- College Savings Plans
-- Charitable Giving
-- Estate Planning
Insurance Services:
-- Life Insurance
-- Disability Insuranc
03/08/2026
2026 Year-End Financial Strategy Guide Preparing for year-end financial planning doesn’t start in the final months of the year, it starts well before Q4. Taking time earlier in the year to organize your finances, evaluate your progress, and understand potential tax implications can help you make more informed, confident decisions when ...
29/07/2026
Today’s professional women are redefining wealth. They are balancing career growth, financial independence, and long-term impact.
Our latest guide, The Professional Woman’s Wealth Blueprint, outlines key strategies to help:
✔ Navigate complex compensation
✔ Optimize tax planning
✔ Build a resilient retirement strategy
✔ Create a lasting legacy
Start building a plan that works for your goals.
The Professional Woman’s Wealth Blueprint In today's world, women are reshaping the financial narrative, stepping into leading professional roles across sectors, and setting new standards for wealth creation. This blueprint is an all-encompassing guide that empowers them to take control of their wealth, work toward financial independence, m...
20/07/2026
Some of the best advice isn't complicated. A great reminder to start the week focused on purpose, integrity, and intentional action.
15/07/2026
Just as investments require ongoing attention, so do luxury watches. The right insurance, maintenance schedule, and security measures can help preserve both enjoyment and value.
The Cost Of Watch Collecting And How To Protect Your Assets A valuable watch requires specialized insurance, regular servicing and maintenance, repairs, and secure storage and travel considerations. Or you risk losing value.
04/07/2026
This year marks 250 years since 1776! A powerful milestone in our nation’s history. We’re proud to celebrate the spirit of freedom and wish you and your family a wonderful July 4th!
02/07/2026
Happy Birthday, George!
We truly appreciate everything you do for Adara Wealth Management. Wishing you a well-deserved, wonderful day!
22/06/2026
Happy Birthday, Stephanie! 🎉
Celebrating you today and all the great things you bring to Adara Wealth Management. Wishing you the best year yet!
21/06/2026
Happy Father’s Day to all the dads, father figures, and mentors who show up with love and steady support every day.
12/06/2026
We’re kicking off a celebration early at Adara Wealth Management!
Please join us in congratulating Mike Doty CFP®, AIF® on his upcoming anniversary. His dedication and support for both our team and our clients make a meaningful impact every day.
Thank you for all you do. We’re grateful to have you on the Adara team!
12/06/2026
We're proud supporters of the The Center for Neurosciences Foundation, Each Brain Matters, and their amazing Brain Bus™ right here in Tucson 🧠 — and to our medical professional friends and clients, we didn't want you to miss this opportunity.
Spine, Head & Facial Pain Symposium — CME Event
This Thursday, June 18 | 5:00–9:00 PM
Hacienda Del Sol Guest Ranch Resort
Enjoy dinner, hear from some outstanding speakers, and earn CME credit—all for just $50. It’s short notice, but well worth attending.
See the flyer for details and tag a colleague who needs to know!
🔗 www.eachbrainmatters.org/event-details/review-of-spine-head-facial-pain