ABOUT US

THE SECURE PORTFOLIO MANAGEMENT COMPANY

Who we are


von Adelung Wealth Management was formed in 2005. Gray von Adelung has prepared and delivered a little over 300 hundred personal financial plans in the last 15 years.

OUR MISSION


Our mission is to create wealth for our clients by eliminating client debt and increasing wealth and cash flow. We meet with our clients every quarter and do an in-depth financial review. We review your savings, income, taxes, portfolio, estate planning. Our goal is to make sure your net worth is increasing!

Our policy is to service all client requests promptly – we promise to get back to you within 24 hours.

In February 2017 a survey by an *independent company was done on our current clients (selected at random). Below are the top answers to the question: “What do you like the most about von Adelung Wealth Management?”

  • Good Communication
  • Very personalized
  • Very Helpful
  • Trust
  • **Good Returns on investments
  • All the people working for him are awesome

*The survey was conducted by OnTarget Marketing, an independent survey firm.

**Comments or testimonials from existing clients does not represent the experience of all clients. Past performance is not a guarantee of future results or success.

Meet our incredible team

Full of talent and creatives

Gray von Adelung

Gray von Adelung

Principal (Registered Financial Advisor)

With over 29 years experience in Wealth Management, Financial advising and Insurance as well as registered in 14 states, Gray works constantly to help you achieve your financial dreams.

Connie von Adelung

Connie von Adelung

CFO

With many years of experience, Connie oversees and monitors the financial operations of von Adelung Wealth Management ensuring we are always 100% secure and guaranteeing that we will be here to help you for many years to come.

Rosa Hawkins

Rosa Hawkins

OPERATIONS MANAGER

Rosy is always there whenever you have a question or need assistance; from providing all the statements you need for your accountants, to keeping everything running perfectly in the office, Rosy is an invaluable member of our team.

Christine Cuneo Lalisan

Christine Cuneo Lalisan

Director of Insurance Services

Tina ensures our clients are well covered when it comes to their insurance needs. It is that additional touch and care she takes with every client that makes von Adelung Wealth Management special.

WANT TO KNOW MORE?


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