CONNECT

Address:

1160 N. Town Center Dr. Suite 370
Las Vegas, NV 89144

Phone:

702.847.7424

Fax/Other:

702.847.7422

About Us

Our Mission Statement

Our joy and purpose is impacting every season of your life journey by delivering our expertise and guidance.

About Us

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child's college education or planning for retirement. A plan must reflect its owner's personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

Our Services

Financial Planning

  Retirement, Analysis, Education, Cash Flow, and Estate Planning

  A simple, yet comprehensive, plan for now and the future

Investment Advice and Management

  Investment Strategies, Review, and Monitoring

Risk Management

  Identification of Key Financial Risks

  Strategies for Minimizing and Transferring Risks

  Insurance Solutions (Life, Disability, and Long-Term Care)

Trust Services

 Review documents such as Revocable Trusts, Wills, Power of Attorneys

*Collaboration with your attorney

Qualifications

Adam Udy:

  • 21 years of experience in financial services
  • Prior firms: Bank of America/Merrill Lynch and UBS 
  • Master of Science, Personal Financial Planning; The College for Financial Planning
  • Master of Business Administration; Texas A&M University
  • CFP® Professional Designation (CERTIFIED FINANCIAL PLANNER™)
  • AAMS® (Accredited Asset Management Specialist™)
  • CRPC® (Chartered Retirement Planning Counselor™)
  • CRPS® (Chartered Retirement Plans Specialist™)
  • FINRA Series 7, 6, 24, 63, 66, and 31 Licenses
  • Nevada Insurance License: Life, Health, and Disability
  • Member, Financial Planning Association
  • "America's Top Financial Planners" 2014, Consumers' Research Council of America

 Elizabeth Delgado-Schuetze:

  • AAMS® (Accredited Asset Management Specialist)
  • Accredited Wealth Management Advisor -  AWMA®
  • Serving affluent individuals, families, and their closely held entities since 1997
  • Previously Operated as Director and COO of locally owned Broker Dealer
  • Recipient of Women of Distinction Award
  • Member of Cadre LV Business Peer Group
  • Serves as an Operations Team Member of Canyon Ridge Christian Church
  • Actively involved with The Animal Foundation and Compassion International       

 John Holcombe: 

  • 16 years of experience in financial services
  • Bachelor of Science - Finance; University of Nevada Las Vegas
  • FINRA Series 7 and Series 66 Securities Licenses
  • Life Insurance, Variable Annuities & Variable Life – Nevada Licensed
  • Lifetime Alumni Member at UNLV
  • Alumni member of Lambda Chi Alpha Fraternity – Delta Lambda Chapter 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck