Getting your financial future on track doesn't have to be daunting. We've refined our process over time to ensure our clients experience friendly, simplified financial planning that considers their goals and values. Behind the scenes is an intricate process, where financial plans are meticulously designed and continuously reviewed. Our clients rest easy with confidence in their financial future, knowing that they are on track for their goals and their dollars aren't whittling away to things that don't matter.
We take the time to get to know you and your financial situation, while introducing our firm and philosophy. We'll meet face-to-face to review your goals, both personal and financial, to get a complete understanding of your needs.
We'll gather your information and analyze all of your options together based on your values and what is important to you.
During the design stage, we crunch the numbers and connect the dots. Adam creates a comprehensive, meticulously-designed financial plan based on your unique scenario and goals.
During the implementation stage, we meet to review your plan together. Adam will highlight the best options for your individual financial situation, but you are in the driver's seat. We'll be by your side through every step of the implementation process, offering complete transparency as we begin working together on your goals.
Life changes and goals change. Adam is continuously reviewing your plan and making updates as needed. He's always just a meeting, phone call, or email away from answering any questions you have.
You'll never be just a number when working with our firm. We strategically cap the number of clients we take on so that you always get the personalized attention and advice you deserve. As a client, you can expect to receive:
Do you only hear from your advisor once a year? Is your portfolio solely focused on investments? When beginning his career as a financial advisor, Adam noticed that most firms teach advisors how to maximize their personal revenue by taking on as many clients as possible. As a result, many financial advisors are spread too thin and don't give their clients the attention they deserve.
Adam made a commitment early on to be different. His practice is focused on deeply serving his clients through top-tier customer service and continuous attention to their financial needs. As a result, his clients feel valued and his business grows by itself.
“Adam Bott is the coolest person ever.”
We understand that choosing someone to trust with your financial future is a big decision, and is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy. Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, please call (970) 686-9213.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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