ADC Wealth Management, LLC functions as a Registered Investment Advisor, offering investment advice to families and businesses across the country. The firm was founded by Douglas Castro, President and CEO, who has over 20 years experience within the financial services industry. Being a fee-only investment management firm, our sole compensation comes from the fees our clients pay us, not from sales commissions.
As an independent advisor, we serve no one other than our clients. Since the 2008 Financial Crisis, Wall Street firms have been more concerned about the scalability of their business models and not the individual investors' concerns. Our goal at ADC Wealth management is to deliver the highest standard of fiduciary care and highly customized portfolio management.
As an independent advisor, we serve no one other than our clients. Since the 2008 Financial Crisis, Wall Street firms have been more concerned about the scalability of their business models and not the individual investors' concerns. Our goal at ADC Wealth management is to deliver the highest standard of fiduciary care and highly customized portfolio management.
Services
We focus on matching the level of risk that you are able and willing to tolerate with a personalized portfolio best suited to achieve your goals. Unlike many of our competitors, there is no "model portfolio" or boiler plate list of stocks that you are forced to buy. ADC does not have discretionary authority to take control of client assets.
When you choose to work with an independent financial advisor, you are choosing two entities: a partner who will help you achieve your financial goals, and a custodian who will store and track your wealth. This appropriate separation of advice-giving from wealth-holding is one of the attractions of working with an independent advisor.
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