Making educated investment decisions and taking action towards curating your finances for the future can mean the difference between living in comfort versus uncertainty. Many Americans neglect to make long term investment or financial plans, and even if they do, a large percentage are not confident that their savings are on track. If this describes your situation, our firm’s expertise can assess and strengthen your financial road map so you and your loved ones are prepared for what lies ahead. AD&R offers several wealth management services under one roof, setting us apart from other Reno financial planning firms.
Our sister company, Wealth Architects
, was formed in 2002 to expand our estate planning and asset protection services. This broadened our service umbrella to include investment management and financial planning options for clients of the law firm. Curtis Campbell and Kyle Stodtmeister, our affiliated financial advisors at Wealth Architects, assist many AD&R clients with their investment management, risk mitigation, and retirement planning goals.
AD&R and our affiliated experts consider your unique situation and goals to help your family accumulate, preserve, protect, and transfer wealth. Whether you start with a small amount of money set aside, or have a large sum in your possession, our comprehensive wealth management team can help make your money work for you to achieve optimal results. We do this with pride, efficiency, and complete transparency to keep you informed every step of the way.
We understand that you have options when it comes to receiving financial services and advice from various providers. AD&R and Wealth Architects combine many of the available services in the asset protection field into a single point of contact, so your goals remain consistent and communication is streamlined. Your unique financial plan will benefit from the combined efforts of our experts in a variety of disciplines, instead of being left to the expertise and opinions of other teams with limited knowledge and resources. AD&R and Wealth Architects offer total wealth management services to our clients in the accounting, law, investing, and insurance disciplines.