Adage Advisory

10/21/2026

Big news! Juliana is now an Associate Financial Advisor. 🎉 We're proud of all she has accomplished and excited for what's ahead as she continues to grow.

Take a look at her new website, fresh off the press: https://bit.ly/4BlfX9I

10/16/2026

Chad and Lisa traded the coast for the desert at Ameriprise's Super Regional Growth Conference in Palm Desert this week! They spent a few days gaining new insights, sharing ideas with fellow advisors, and building valuable connections.

Here are a few photos they took along their journey.

10/14/2026

Our Monterey team just got a little bigger...

We’re thrilled to welcome Domenica to Adage Advisory as our Investment Specialist and look forward to the experience and support she’ll bring to our clients.

Help us give Domenica a warm welcome to the team (and to California)! 🎉

10/09/2026

October birthday alert! 🎉Join us in wishing Patrick a happy birthday.

10/05/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, we're happy to help.

09/30/2026

Thanks to everyone who joined us for our Monterey Open House last week! We loved welcoming you into our new space and spending the evening together.

If you haven't had a chance to visit our Monterey office yet, here's a sneak peek!

09/24/2026

Birthday celebrations are always better with cake! 🎂 We had a great time celebrating Juliana in Monterey this week. Happy Birthday, Juliana!

09/21/2026

Last chance to RSVP for our Rooted in Monterey Open House tomorrow!

Feel free to stop by anytime from 4-6 PM as we celebrate our new office and the community that makes it possible.

RSVP Here: https://bit.ly/3URXEIB
(or email [email protected])

09/17/2026

Market headlines and election season often go hand in hand. Explore how the 2026 midterm elections could influence market trends, sectors and investment strategies, and learn why keeping a long-term perspective matters.

Explore potential market, sector and investing implications of the 2026 midterm elections.

09/04/2026

Just a friendly reminder that our offices will be closed on Monday, September 7, in observance of Labor Day. We hope you enjoy a safe and relaxing holiday weekend!