Cord Adams is a Wealth Advisor based in SageView’s Dallas, TX office. Cord has spent the last two plus decades assisting high-net-worth families and private foundations with their portfolio construction, implementation, and ongoing management. As the wealth advisor, Cord is responsible for creating goals based financial planning, that provide the highest probability of success and help to ensure peace of mind. The primary investment objective for Cord’s clients is asset preservation and building portfolios that allow them to maintain their current standard of living without any undue sacrifices in retirement.
Prior to joining SageView, Cord worked for a multi-family office serving the financial needs of the ultra-affluent and most recently worked for Capital One Investing.
Cord received a BBA in finance from Southern Methodist University, Certificate in Financial and Estate Planning from the University of Dallas, Accredited Wealth Management Advisor™ or AWMA™ Professional Designation & Accredited Asset Management Specialist™ or AAMS™ Professional Designation and from The College for Financial Planning.
Cord his wife, Suzy and their son Beck reside in Dallas, TX where they enjoy spending time outdoors with friends and family.