Delivering insightful advice Building on a foundation of trust

Adell Wealth Management Group Nikolas Adell, Shawna L. Rule

Adell Wealth Management Group


phone

310-859-5415 ext. 5415
800-545-8914 ext. 5415



phone

855-878-2001





address

UBS Financial Services Inc.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



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