An Independent Adviser That Puts You First

Welcome, I'm Charlotte S. Adcock, CRPC®, an independent financial adviser dedicated to helping clients navigate their financial futures. My focus is building strong, personal relationships with my clients and I strive to empower them through education and open communication. I create customized strategic financial plans crafted to each and every client, and I take my time to understand their needs, goals, and aspirations.

I offer a vast list of services for individuals, couples, and small businesses. My sole objective is to help my clients achieve improved financial outcomes while avoiding common financial and emotional costs. I dedicate myself to educating my clients on investing, managing their investments, budgeting, and planning for their future. I also work closely with other service professionals, such as accountants, attorneys, and financial support partners, to ensure that we are evaluating a client's' whole financial picture.

I work with a wide range of clients, including women, domestic partners, couples going through transitions like divorce or separation, and individuals approaching or in retirement. I pride myself on my flexibility, emphasis on education, and access to a wide variety of financial tools, but most importantly, I am relationship-driven. I help my clients create and maintain a multi-generational wealth plan and believe that every family should have solid strategic partners that work together to provide creative solutions for their client's top priorities. I work closely with your other trusted advisors to provide a fully integrated approach to wealth management.

Contact me today at (602) 692-4630 to learn more about how my professional knowledge, personal connections, and client-centered approach can help you and your family pursue your financial goals.