we are honored and grateful for the trust our clients put in our team to help them pursue their goals. like family and friends, we are there through life changes and make adjustments as needed to help ensure we stay on the right investment path to work towards our clients’ goals. our services span from investment management to financial planning, but one thing stays the same: we are focused on you. planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together.
“greatness is not in how much wealth you acquire, but in your integrity and ability to affect those around you positively.” the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. as of january 1, 2020 the california consumer privacy act (ccpa) suggests the following link as an extra measure to safeguard your data: do not sell my personal information.
the team will leverage lpl’s broker-dealer, corporate ria and custodial platforms and receive ongoing, personalized support from lpl professionals for day-to-day operations as well as long-term business management. the advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets. chardukian mentored goldstein over the years, thinking long-term about his business and his clients and establishing the path for succession. they expanded the practice with peralta, who has a background in public service and brings a different view to the business as a female financial advisor. all four team members are service-minded and detail-driven, committed to continuing the legacy practice that chardukian started decades ago.
adara wealth management was founded on the principal of “always doing the right thing, for the right reasons, and in the right way for our clients,” said chardukian. it’s a simple idea built on believing that what’s in our clients’ best interests is also what is in our best interest.” that client-first mindset led to their decision to launch a new independent practice that provides the team with access to enhanced technology and the ability to deliver a differentiated service experience to their clients. we’ll be at the forefront of what’s going on in the industry and offer the services that clients desire and expect,” goldstein said. this, coupled with their desire to understand and analyze their clients’ best needs, resonated with the team in both their professional and personal lives. chardukian is a board member for interfaith community services and a charter member of the planned giving advisory council. he is also a member of the university of arizona a-club, nexus executives and the empower coalition.
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