Adara Wealth Management

Name: Adara Wealth Management
Address: 1980 East River Road, Tucson, AZ, 85718, US
Telephone: (520) 467-5506
Price range: $$$
Rating: 5

Personalized wealth management built on trusted relationships and comprehensive financial planning.

5(5 reviews)

financial-advising

$$$

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About

Adara Wealth Management is a premier financial advisory firm in Tucson, Arizona, dedicated to helping clients achieve their long-term financial goals through personalized strategies and attentive service. With a strong emphasis on building lasting relationships, the team provides tailored investment management, retirement planning, and estate planning solutions. Clients consistently praise the firm's responsive communication, expert guidance during market fluctuations, and commitment to understanding individual needs. Adara Wealth Management focuses on growing portfolios while offering peace of mind through proactive financial stewardship.

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Location

1980 E River Rd Suite 100, Tucson, AZ 85718, USA

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Information

1980 East River Road

Tucson, AZ, 85718

(520) 467-5506 www.adarawealth.com/

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Services

Wealth Management

Comprehensive portfolio management and investment strategies tailored to your financial goals and risk tolerance.

Financial Planning

Personalized guidance for retirement, estate planning, and long-term financial security based on your lifestyle.

Estate Management

Expert assistance with estate planning and administration to ensure smooth transitions and asset protection.

Investment Advisory

Responsive advice on investments, including government bonds and market fluctuations, to optimize growth.

Client Relationship Services

Intentional, one-on-one support with regular communication and personalized care from dedicated team members.

5.00 · 5 reviews

Overall rating

Mitchell Edelstein

via Google

· 11 months ago

Having been an Adara client for many years they have always been there for me. Today I had a simple question regarding government bonds and was given very good advice, once again. Great people!

June Murray

via Google

· 1 year ago

I've only been working with Adara Wealth Management for the past few years, but I haven't regretted my choice for one moment. The only thing I do regret is not having connected with them much earlier than I did. I've loved the the personalized service. Cole considered my lifestyle and offered personalized guidance to help manage my money, achieve my financial goals, and plan for my post retirement future. I couldn't be happier with Adara!

Diane Kent

via Google

· 1 year ago

Adara Wealth Management prioritizes relationship as its base for business. They know who we are, what we want, and what we need because of that relationship. We in turn, know them because of their intentional efforts to connect us with each team member personally. We can also attest to their commitment to address any questions or concerns we have about our respective plans. They engage with us respectfully and responsively 100% of the time. Diane and Andrew Kent

Jim Acker

via Google

· 1 year ago

I became a client of Adara when managing my late father’s estate. Adara was very helpful during that process and has done a great job for my wife and me ever since. We have watched the firm change and grow, but have always felt well cared for and our portfolio has done well too. We recommend Adara to anyone looking for a wealth advisor.

Molly Eglin

via Google

· 1 year ago

I have been with Adara for the past three years. I left my previous investment person as I didn’t see my portfolio growth the way I was hoping for and communication was not where I needed it. Also since being with Cole and Adam, my needs financially are being completely met. When the market is in fluctuation, they talk me off the ledge. Cole is my person typically. He is patient, honest and communicative. My portfolio has grown leaps and bounds, and I feel incredibly grateful for Adara.

Alan Berg, CPA, PLLC provides comprehensive accounting and tax services with a focus on personalized, reliable support. Specializing in complex tax situations including domestic and foreign income, rental properties, and small business needs, the firm is known for its prompt communication, reasonable fees, and deep expertise. Based in Tucson, AZ, Alan Berg offers professional guidance to help clients navigate financial challenges with confidence.

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