Lily Adams
Olathe

12087 S Blackbob Rd

Olathe, KS 66062

+1 (913) 555-4707
liadams@capitalwealth.com

About Lily Adams

Lily Adams is a highly skilled Financial Advisor based in Olathe, KS. With over 15 years of experience in the field, Lily brings extensive knowledge and expertise to her role. She holds the designation of CTFA (Certified Trust and Fiduciary Advisor), highlighting her commitment to providing exceptional service and guidance to clients. Lily's areas of expertise encompass various aspects of financial planning and wealth management. In addition to her professional accomplishments, Lily has a passion for hobbies such as playing chess, reading books, and birdwatching. These interests showcase her analytical mindset and penchant for strategic thinking outside of her demanding career in finance.

Insights

August 8, 2022

Global Economic Outlook: Growth Prospects and Risks

Discover the latest insights into the global economic outlook, including growth prospects and potential risks. Stay informed on key economic indicators, trends, and projections that can impact businesses and individuals worldwide. Gain valuable knowledge about the current state of the global economy to make informed decisions in this ever-changing landscape.

April 1, 2023

Strategies for Retirement Planning in Uncertain Times

Discover effective strategies for retirement planning in uncertain times. Learn how to navigate market volatility, manage risks, and make informed decisions to secure a comfortable future. Gain insight into diversification, asset allocation, and insurance options that can help you optimize your retirement savings. Stay one step ahead with this insightful guide on preparing for an unpredictable financial landscape.

December 7, 2022

The Power of Compound Interest: A Long-Term Perspective

Discover the incredible potential of compound interest and its long-term impact on your finances. This thought-provoking article delves into the power of compounding returns over time, highlighting how even small investments can accumulate significant wealth when given enough time. Unlock the secrets to maximizing your financial growth and start harnessing the benefits of compound interest today.

August 7, 2023

Wealth Management Strategies for High Net Worth Clients

Discover effective wealth management strategies tailored for high net worth clients seeking to protect and grow their assets. Delve into the intricacies of diversification, tax planning, estate planning, and investment options to optimize financial success. Learn from experts in the field as they share insights and practical tips to help high net worth individuals navigate the ever-changing landscape of wealth management. Uncover innovative approaches that align with your unique goals and circumstances, ensuring a solid foundation for long-term prosperity.

Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+19135554707
liadams@capitalwealth.com