
Email: [email protected]
Direct: (201) 881-1529
LAURIE ADAMS
FINANCIAL ADVISOR, MANAGING DIRECTOR
With deep Seattle roots and over 15 years of experience, Laurie serves as a virtual financial advisor guiding women along the West Coast and across the U.S. Her practice focuses on helping women navigate retirement, inheritance, family transitions, and legacy planning with clarity and confidence.
Laurie brings a global perspective from her earlier career in international business—spanning art, fashion, and venture capital—which informs her strategic, thoughtful approach to financial planning. She holds a B.A. from the University of Washington’s Henry M. Jackson School of International Studies and is fluent in Japanese.
She specializes in holistic planning and investment management, including retirement, intergenerational wealth, and philanthropic giving. A fiduciary and lifelong advocate for her clients, Laurie is known for transforming complexity into clarity and offering calm, compassionate guidance through every financial chapter.
She and her husband John enjoy travel, the arts, exploring new cultures, and plenty of good food.