Creative Thoughtful Purpose Driven
Wealth management for your future
Adam Vartanyan is the founder and president of Vartanyan Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, Series 24 and Series 66 securities licenses through LPL Financial. With nearly two decades of experience Adam is an advisor to a diverse group of individuals, families and business owners.
We start by getting to know you. What is important to you and your family? What do you want to accomplish?We then evaluate where you are relative to those goals
We evaluate your options and recommend strategies and plans that effectively and efficiently help you pursue your goals and objectives
We activate your plan by implementing our mutually agreed upon strategy. We follow a fiduciary standard and we work in your best interest to select the most appropriate investment that aims to help you achieve your goals.
We monitor your strategy on an ongoing basis. Life changes, and therefore your goals and objectives will change. As your life ebbs and flows we are there to keep you on track