The Adamic Wolford Group

Merrill Lynch Wealth Management
100 Federal Street
Floor 17
Boston, MA 02110
(800) 406-4231
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The Adamic Wolford Group is skilled at handling a wide range of wealth management challenges, because of the training, experience and enthusiasm that each team member brings to the table. Our skills are complementary and collaborative, delivering a foundation of knowledge and insight, and offering what we believe is extraordinary service, designed to make each encounter a positive one.
The Adamic Wolford Group
Merrill Lynch Wealth Management
Welcome

The Adamic Wolford Group focuses first on understanding client values; second, on helping clients identify and prioritize their most cherished goals; and third, on evolving a series of wealth management strategies that place clients squarely at the center of everything we do.


Every member of our group shares a common goal:
to help individuals and families pursue their financial dreams. Our experienced advisors regularly talk with and challenge each other to help shape wealth management recommendations that reflect our combined knowledge and resources. And our client associates are commited to delivering superior service and satisfaction intended to make each contact pleasurable and productive. 

We invite you to see for yourself how our strategic and personal approach to wealth management can help you develop and implement the strategies that can address your unique financial needs. 


We invite accountablility
in every phase of our financial relationship with you. We will contact you to review your progress as market conditions and investment opportunities change. And we will help you measure results agains your goals and make adjustments, as necessary.


"Our holistic approach to wealth management puts clients' needs at the center of everything we do. We believe our role goes beyond investments, giving us a way to help you pursue what is most important to you and your family. "

Jason Adamic, CFP®, C(k)P®, CRPC™
Managing Director
Wealth Management Advisor
Portfolio Advisor
Retirement Benefits Consultant
Recognition
Jason Adamic
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Adamic Wolford Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

The Adamic Wolford Group focuses first on understanding client values; second, on helping clients identify and prioritize their most cherished goals; and third, on evolving a series of wealth management strategies that place clients squarely at the center of everything we do.

Every member of our group shares a common goal: to help individuals and families pursue their financial dreams. Our experienced advisors regularly talk with and challenge each other to help shape wealth management recommendations that reflect our combined knowledge and resources. And our client associates are commited to delivering superior service and satisfaction intended to make each contact pleasurable and productive.

We invite you to see for yourself how our strategic and personal approach to wealth management can help you develop and implement the strategies that can address your unique financial needs.

We invite accountablility in every phase of our financial relationship with you. We will contact you to review your progress as market conditions and investment opportunities change. And we will help you measure results agains your goals and make adjustments, as necessary.

"Our holistic approach to wealth management puts clients' needs at the center of everything we do. We believe our role goes beyond investments, giving us a way to help you pursue what is most important to you and your family. "

Jason Adamic, CFP®, C(k)P®, CRPC™

Managing Director

Wealth Management Advisor Portfolio Advisor Retirement Benefits Consultant

Meet Our Team
Jason Adamic,

CFP®,CKP®,CPFA™,CRPC™

Managing Director, Wealth Management Advisor
617.946.4064
Kirk Wolford,

CIMA®,CPFA™

Managing Director, Wealth Management Advisor
617.946.4232
Karin L Bielecki
Registered Senior Wealth Management Client Associate
617.946.4079
Janine M Morahan
Registered Senior Wealth Management Client Associate
617.946.4111
Cary W Florio,

CFP®

Assistant Vice President, Wealth Planner
617.946.4263
Connor J. Laubenthal,

CFP®,CRPC™

Wealth Planner
617.946.4029
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.