ADC Wealth Management, LLC functions as a Registered Investment Advisor, offering investment advice to families and businesses across the country.
The firm was founded by Douglas Castro, President and CEO, who has over 20 years experience within the financial services industry.
Being a fee-only investment management firm, our sole compensation comes from the fees our clients pay us, not from sales commissions. As an independent advisor, we serve no one other than our clients. Since the 2008 Financial Crisis, Wall Street firms have been more concerned about the scalability of their business models and not the individual investors’ concerns. Our goal at ADC Wealth management is to deliver the highest standard of fiduciary care and highly customized portfolio management. When you become a client, you will work directly with Douglas Castro for your investment needs and benefit from his many years of experience.
We are far more than just an investment manager; we are also a fiduciary of our clients. As a fiduciary, our clients’ interests are tantamount to our objectives and we are therefore not plagued by conflicts of interest inherent in the asset management business today. We provide:
An integrated approach to our clients’ entire financial situation.
A fee-only Investment Advisor relationship – your personal CFO.
An objective and independent viewpoint with no proprietary products.
Selecting an Investment Advisor is one of the most important decisions regarding your investments that you can make. You need to be able to trust that your advisor has your best interests in mind; with ADC you can!
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game”