Adamson Wealth Group

At Adamson Wealth Group, we help individuals, families, professionals, and business owners make confident financial decisions through personalized advice and long-term planning.

Our team provides comprehensive wealth management, investment management, retirement planning, insurance solutions, tax-efficient strategies, estate planning, and business succession planning. We believe great advice starts with understanding your goals, simplifying complex financial decisions, and building lasting relationships based on trust.

Meet Our Team

Terry Lynn Adamson Portfolio Manager | Senior Wealth Advisor Provides strategic investment management and comprehensive wealth planning for individuals, families, and business owners.

Jessica Perry Senior Wealth Advisor | Insurance Advisor Specializes in tax-efficient wealth planning, investment strategies, insurance, and helping clients navigate life's important financial decisions.

Julia O'Grady Mutual Funds Advisor Works closely with clients to develop practical investment strategies and build long-term financial confidence.

Sarah Chivers Administrative Assistant Leads practice operations, client service coordination, and ensures every client experience is seamless from start to finish.

Kristy Walsh Administrative Assistant Supports day-to-day client service, scheduling, and office operations to help keep our team running smoothly.

Together, our team combines decades of experience with a collaborative approach to help our clients make informed financial decisions with confidence.