Services

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At Adagio Capital Advisors, we know that proper planning of your estate will give you and your family the financial clarity you deserve. Adagio Capital Advisors, Inc., a registered investment advisory firm, can offer you a variety of services.

View our video (right) to learn more about choosing an advisor.

We offer personalized CPA consultations. Our team of CPAs and tax professionals are not limited to the services outlined on our website. We provide a 360 degree approach to tax service and support, allowing us to personalize our offering to your unique situation. Call us with confidence for a confidential and complimentary consultation.

Individual

Corporate

  • Deferred Compensation
  • 401(k) Plans
  • Section 79
  • Executive Bonus
  • Business Succession Planning
  • Key-Man Life Insurance
  • Split Dollar
  • Deferred Compensation
  • Defined Contribution Plans

Tax

Doctors & Other Health Care Providers

Have questions? Contact us or call 855-872-8593.

Adagio Capital Advisors is based in Southwest Florida.