Adam Rife,
CFP®, CRPC®
Vice President
Financial Consultant
Truist Investment Services, Inc.
Sitka Group of Truist Investment Services, Inc.
3630 Peachtree Road NE
Suite 250,
Atlanta, GA 30326
About me
Background
Adam Rife focuses on delivering custom financial strategies by using goal-based planning to help clients accomplish their goals. He specializes in retirement planning for small business owners and understands the unique needs that business owners encounter in their everyday lives. He guides clients through their professional careers as well as into their retirement years.Education
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Economic Data Tracker Energy decline eases inflation pressures
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Special Commentary Timely Economic & Market Insights – July 16, 2026
On deck: AI, the economy, interest rates, and the market’s next test.
Market Pulse Market Pulse – July 13, 2026
Market views heading into the week highlight what we're watching and important news ahead.