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 Insurance
-- Long-Term Care Planning
Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
05/10/2026
Are you prepared for the financial decisions that can impact your year-end outlook?
The 2026 Year-End Financial Strategy Guide provides timely insights to help you review your financial strategy, understand potential tax considerations, and identify planning opportunities before year-end deadlines approach.
Connect with us to learn how these strategies may fit into your overall financial plan.
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 ...
23/09/2026
Retirement is the perfect time to explore new hobbies, and pickleball is serving up plenty of benefits.
Learn how this popular sport can support an active and fulfilling lifestyle in retirement.
Read the full article at the link below.
https://www.adarawealth.com/resource-center/lifestyle/pickleball-in-retirement
21/09/2026
Kindness costs nothing, yet it can make a lasting impact. In our relationships, our communities, and the way we serve others, a little kindness goes a long way.
LPL Focus was about a month ago now, and we're still thinking about it.
From breakout sessions and meaningful conversations to a Padres game and an incredible concert to close out the trip, Focus offered the perfect blend of learning, connection, and fun.
Our team went out together, spent a few days with clients, other advisors, and partners from all over, and came home with more than we expected.
One of the things we appreciate about working with LPL Financial is that so much of what they do is to answer one core question: What do advisors need so they can take better care of their clients?
That's a good question to build a partnership around. It's also why we have such a good time when we're all together!
There are a few key takeaways that were reinforced at this year's Focus that we're excited to keep living by as we round out 2026:
🌟 Get rid of friction. Every little hassle we take off a client's plate is valuable time we hand back to them.
🌟 Do for one what you wish you could do for many. The very best things we do for people often don't scale. We should keep doing them anyway, because doing the right things for the right reasons is the anchoring value we've always lived by at Adara Wealth Management.
Mostly, we came home grateful. For the clients and families we get to serve every day, and for a business built on partnerships where putting people first is the whole point.
Till the next one!
LPL Focus was about a month ago now, and we're still thinking about it.
From breakout sessions and meaningful conversations to a Padres game and an incredible concert to close out the trip, Focus offered the perfect blend of learning, connection, and fun.
Our team went out together, spent a few days with clients, other advisors, and partners from all over, and came home with more than we expected.
One of the things we appreciate about working with LPL Financial is that so much of what they do is to answer one core question: What do advisors need so they can take better care of their clients?
That's a good question to build a partnership around. It's also why we have such a good time when we're all together!
There are a few key takeaways that were reinforced at this year's Focus that we're excited to keep living by as we round out 2026:
⭐️ Get rid of friction. Every little hassle we take off a client's plate is valuable time we hand back to them.
⭐️ Do for one what you wish you could do for many. The very best things we do for people often don't scale. We should keep doing them anyway, because doing the right things for the right reasons is the anchoring value we've always lived by at Adara Wealth Management.
Mostly, we came home grateful. For the clients and families we get to serve every day, and for a business built on partnerships where putting people first is the whole point.
Till the next one!
17/09/2026
Join us in celebrating Adam Goldstein on his birthday! Your dedication and positive influence are appreciated by so many. Wishing you a fantastic day and a year filled with happiness, and continued success.
07/09/2026
This Labor Day, we honor the commitment and determination that drive success every day. Here's to recognizing all you've accomplished and planning confidently for what's ahead.
Happy Labor Day from Adara Wealth Management.
31/08/2026
Success is often measured by milestones, but the most meaningful parts of life are found in the moments along the way. Wishing you a day filled with moments worth remembering.
28/08/2026
Risk means different things at different stages of life. In retirement, the biggest concern may no longer be market volatility, but ensuring your savings can support the lifestyle you envision.
Read our full blog for more: https://www.adarawealth.com/resource-center/retirement/retirement-realities
21/08/2026
We're starting the birthday celebrations a little early for Luanne!
Wishing you a wonderful birthday weekend filled with happiness, laughter, and special moments. Happy Birthday, Luanne!
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