Adamson Wealth Group

05/13/2026

If you’ve been thinking about buying your first home, there’s been no shortage of headlines lately —new programs, changing rules, and shifting affordability.

But from our perspective, the real story isn’t just that there are more incentives available. It’s that there are now more planning opportunities—if they’re used thoughtfully.

If you’ve been thinking about buying your first home, there’s been no shortage of headlines lately —new programs, changing rules, and shifting affordability. But from our perspective, the real story isn’t just that there are more incentives available. It’s that there are now more planning ...

05/12/2026

With ongoing headlines surrounding oil prices, inflation, interest rates, and global uncertainty, many investors are understandably wondering what this means for their portfolios. While these risks can create short-term market volatility, they also reinforce the importance of disciplined portfolio construction and prudent long-term money management.

With ongoing headlines surrounding oil prices, inflation, interest rates, and global uncertainty, many investors are understandably wondering what this means for their portfolios. While these risks can create short-term market volatility, they also reinforce the importance of disciplined portfolio c...

04/30/2026

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

04/16/2026

https://www.adamsonwealthgroup.com/post/building-continuity-practical-succession-planning-insights-for-advisors

The strongest succession plans are rarely created in a single moment. They are built over time through trust, consistency and a clear vision for the future of the practice. The earlier they start, the stronger they tend to be.

04/16/2026

Succession planning is often framed as a transactional milestone, but in practice, it’s a long-term exercise in trust, stewardship, and intentional leadership.

I recently shared some reflections from my own experience, including three key lessons that have shaped how I think about building confidence in the next generation, preserving continuity for clients, and approaching succession as an ongoing strategic priority.

Curious to hear how others are thinking about succession in their businesses.

Check it out on LinkedIn:

By Jessica Perry, Wealth Advisor, Adamson Wealth Group The strongest succession plans are rarely created in a single moment. They are built over time through trust, consistency and a clear vision for the future of the practice.

04/09/2026

As the deadline looms for filing your 2025 tax returns, be sure to take advantage of the credits and deductions you are entitled to. Here are some common ways to reduce your tax bill:

As the deadline looms for filing your 2025 tax returns, be sure to take advantage of the credits and deductions you are entitled to. Here are some common ways to reduce your tax bill:

04/09/2026

With the arrival of spring, we’re reminded that growth takes time, discipline, and thoughtful planning—much like a successful financial strategy. We’re grateful for the opportunity to support your journey and look forward to helping you achieve continued progress this year. We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from wealth planning and tax strategies to investing and estate planning.

With the arrival of spring, we’re reminded that growth takes time, discipline, and thoughtful planning—much like a successful financial strategy. We’re grateful for the opportunity to support your journey and look forward to helping you achieve continued progress this year.

03/26/2026

We’re opening the door to a high-impact opportunity for a seasoned insurance professional at Adamson Wealth Group.

This role is ideal for someone who:
✔️ Has experience working with high-net-worth clients
✔️ Is confident navigating complex insurance cases and planning strategies
✔️ Is entrepreneurial and motivated to grow their business
✔️ Is looking for a platform with real earning potential and flexibility

You’ll be working alongside our advisory team to design and implement sophisticated insurance solutions, supporting complex cases and delivering a high level of service to our clients.

This is a major opportunity to build within a strong, established platform—with the infrastructure, support, and upside to match.

📍 Flexible / hybrid structure
📩 Reach out directly or explore the role here: https://www.linkedin.com/jobs/view/4390731630/?refId=AS17Ibj5QhOy%2FuTrW3iNyg%3D%3D&trackingId=AS17Ibj5QhOy%2FuTrW3iNyg%3D%3D

If someone comes to mind, feel free to share or tag them 🙌

Send a message to learn more

03/26/2026

We’re hiring! 👀

Ready to grow your career in insurance and step beyond a typical admin role?

We’re looking for an Insurance Administrative Assistant to join our team at Adamson Wealth Group in Fonthill.

This role is perfect for someone who:
✔️ Loves staying organized and on top of details
✔️ Enjoys helping clients and being part of a team
✔️ Wants more than just a typical admin job

You’ll be supporting our advisors, managing insurance applications, following up on underwriting, and helping create a smooth experience for our clients.

This role is a great opportunity to grow within the insurance side of our business. We support ongoing learning and licensing (LLQP) for those looking to advance their career.

📍 Full-time, in-office (Monday–Friday)
📩 Send your resume to: [email protected]

Feel free to share or tag someone who might be a great fit 🙌

03/26/2026

Over the past few weeks, we’ve seen a bit more volatility than usual, with markets trending slightly lower. This has largely been driven by global and geopolitical uncertainty, rather than any major shift in underlying economic fundamentals.

While this type of movement can feel unsettling, the longer-term picture remains reassuring. As the chart shows, historically, markets have tended to recover well following major geopolitical events, with average returns of approximately 14% in the year that follows.

It’s a good reminder that short-term headlines can create noise, but staying focused on your long-term plan is what matters most. We are continuing to monitor things closely and ensure your portfolio remains well-positioned.

If you have any questions or would like to connect, we're always here for you.