ADC Wealth Management, LLC (ADC) functions as a Registered Investment Advisor, offering investment advice to individuals and families across the country. The firm was founded by Douglas Castro, President and CEO, who has 20 years’ experience within the financial services industry.
When you choose a fee-only Registered Independent Advisor like ADC, you are taking an important step away from the world of large Wall Street firms. As an independent advisor, we serve no one other than our clients. You will see and feel the difference.
We invest client assets according to a reasonable and sensible plan designed to suit the needs of each individual. We do not take a cookie-cutter approach, rather we work with you in a one-on-one setting in order to learn where you are in life and what you need in order to best gauge how we can help get you there. When you work with us, you receive a very personalized service that only a small boutique, family owned firm can provide.
Choosing to work with us is a smart decision; please give us a call so you can find out for yourself.