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Work Background
CEO
Jarrod Adams Investing LLCCEO
Jan. 2004Catawba, North CarolinaI am the founder and sole owner of Adams Investing, a fully independent, fee-only financial services firm offering highly customized portfolio management, comprehensive financial management, and retirement planning services to high-income, highly motivated individuals who would rather spend their time racing toward an adrenaline rush than worrying about their money. As a Registered Investment Advisor (RIA), I help clients: • Build and manage customized investment portfolios • Organize your finances to ensure cash flow and minimize taxation • Design a flexible retirement plan Ultimately, my goal is to design optimized, personalized financial plans, working with each client as a trusted, lifelong partner to continuously align their plan with their individual needs and goals.

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Wealth Risk Management & Portfolio Solutions
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