Law Office of Kevin Adams, PLLC

The firm provides legal and tax services to estate planning, probate, trust and tax-planning clients and acts as a finder/solicitor when clients need brokerage or full-service financial advice. Rather than offering investment management, it refers clients to third‑party financial advisors and discloses the nature of those referral relationships.

The firm does not accept custody of client assets or discretionary authority over investments and does not provide ongoing portfolio management or investment advice itself. When making referrals the firm gathers information about a client’s estate size, risk tolerance and circumstances to match the client with an appropriate financial advisor and requires written disclosure of the referral arrangement.

This firm combines licensed legal and accounting services within a single practice, so its advisory activity is limited to coordinating referrals between its estate/tax work and outside financial advisors — a structure that is relatively uncommon among supported advisory firms. It primarily serves estates, trusts and probate matters rather than acting as a traditional wealth manager for individual retail clients, and it emphasizes documented referral agreements and client disclosures instead of managing client portfolios.