The Traynor Adams Group

"As trusted stewards for financial aspirations, we provide advisory guidance to grow, manage and preserve your wealth"
About The Traynor Adams Group

Welcome

The Traynor Adams Group offers tailored wealth management strategies for ultra-high-net-worth individuals, business owners and C-suite executives. Through many years of advisory experience, we have developed a particular affinity for helping to manage one-time liquidity opportunities afforded by the energy sector. Because liquidity events occur infrequently but often have a tremendous upside potential, we believe they necessitate a team of seasoned professionals who have the capabilities to add significant value and help develop a plan for success. Our team brings deep institutional-level knowledge of IPOs, M&As and exit strategies to help navigate the complex details of pre- and post-liquidity considerations that can accompany these transactions. We take a more conservative view and leverage hedging strategies, private equity and alternative investments to help lessen volatility and maintain a low correlation to the equity and fixed income markets. Once a liquidity transaction has been completed, we provide comprehensive wealth management that cares for both the short- and long-term goals of each client. Drawing upon the vast resources of J.P. Morgan, we deliver advisory guidance to build wealth, manage it effectively and protect it for the next generation.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

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Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(404) 842-4164