The Adams Baker Sciotti Group

Empowering multiple generations of clients to focus on their business goals, family interests, and personal passions, The Adams Baker Sciotti Group provides comprehensive wealth management services tailored to the complex financial needs of a diverse clientele. Our clients include successful small business owners, corporate executives, affluent families, retirees, non-profit organizations, private foundations, and endowments.
“It feels good to earn the trust of clients at every age and stage,” says Jon Adams. “For one woman, now 103 years old, we also provide wealth management for her daughters, grandchildren, and great-grandchildren.”
Our disciplined yet approachable process begins with three essential questions: **Where are you now? Where do you want to go? How can we get there with the highest degree of certainty?**
By actively listening to what clients say—and don’t say—we assess both their financial goals and their investment personality to ensure all advice and guidance is truly tailored to each individual circumstance.
“We seek to manage risk in client portfolios based on our perception of market health,” says Don Baker. “Using proprietary tools, we evaluate the relative riskiness of global markets. We’re also comfortable using cash as a strategic tool.”
Core portfolio strategies often include dividend-paying stocks of large companies with strong free cash flow. We also explore satellite investment ideas such as geographically specific opportunities, MLPs, and non-traditional assets—including metals, currencies, commodities, and alternative investments—when suitable for the client’s profile.
“There are no cookie-cutter approaches,” Nick Sciotti explains. “Everything is customized to keep clients’ assets optimally allocated, giving them the best opportunity to enjoy their lives.”
Our team is committed to delivering world-class wealth management services that account for both likely and unlikely scenarios. We collaborate with professional money managers—both internal and external—as well as clients’ attorneys, CPAs, and other trusted advisors to ensure every detail is addressed.
For foundations and endowments, we leverage our own experience, background, and customized portfolios along with Merrill's thought leadership and conduct rigorous due diligence to select managers of non-correlated asset classes. We implement strategic asset modeling and actively manage the managers.
For individual clients and families, we develop and monitor personalized wealth plans and investment strategies. We also review lifestyle factors to better understand evolving needs and deliver proactive solutions.
We take a holistic view of both sides of the balance sheet. “Our extended team of lenders, bankers, and internal/external experts streamlines and simplifies the process,” says Holly. “We handle everything from checking, credit cards, and lines of credit to direct deposit, fund transfers, and electronic bill-pay.” The Adams Baker Sciotti Group is here to help clients live confidently—today and for generations to come.