Retirement is the largest financial decision most people will make in their lifetime. To help you with the climb, Adalant Wealth Management has a team of guides ready to assist you.
Justin Walker and Jeremiah Vickery, owners of Adalant, along with their employees, are celebrating the launch of their new business name. Adalant continues to expand as a full-service financial firm, but they are not new to Gem County. Over the past 5 years, the business has grown exponentially. At one point having 3 people to now having 13 employees!
Adalant offers employee benefits, trust management, wealth management, and business planning. “We want to be everyone’s personal CFOs,” Managing Partner Justin Walker said. “Our job is to help people with a financial strategy to achieve that highest financial peak of their lives.”
You’ll bring your financial records to the first meeting. From there, an individual assessment will be made: Where are you financially and where do you want to go? Your information will be analyzed and recommendations made based on a number of factors: short- and long-term goals, age, risk tolerance and more. Then the team will help you implement your plan. Finally, and most importantly, your plan will be reviewed on a regular basis to make sure it’s working for you.
The goals of the business are to continue to help local families and individuals and expand to other cities. Adalant is more than a financial firm. To its employees, Adalant represents their commitment to the community in which they live and work. Stop in or give them a call to find out how they can help you!
The office is located at 2005 E. Quail Run Rd., Ste. 2, in Emmett. They are open Monday through Thursday from 8am – 5pm and Friday by appointment only. For more information, call 724-2291.