Adams Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available and have earned a reputation for excellence in our industry. We strive to create financial stability for each of our clients with our in-depth industry experience as well as our strategic account management style that puts your financial goals at the helm. At Adams Wealth Management, we believe that no two people are alike, so we seek to develop a unique investment strategy that mirrors that belief.
Markets are always forward looking, and in LPL Research’s Midyear Outlook 2021: Picking Up Speed, we help you keep your eyes on the road ahead. We focus on the next 6-12 months, when markets may be looking at which latecomers to the rally have the strength to extend their run, and whether there may be new beneficiaries of the global reopening. But smart investors are always looking even further ahead, beyond the next curve, next lap, or even next race. Sound financial advice remains the key to durability. So buckle your seatbelt and tune up your portfolio. The next stretch may be a fast one with new risks to navigate, but it’s still just another step toward meeting your long-term financial goals.
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Our team consists of experienced members who listen to your needs. Our team-based approach to wealth management allows each member of the team to focus on their unique area of specialization. The result is a well-rounded group of professionals capable of managing the most complex financial needs.
Our team-based approach also means we communicate often with other professionals, such as CPA’s and attorneys, who might advise our clients on related matters affecting their financial worth. Our collaborative effort ensures continuity and coordination and allows us to have a full understanding of our clients’ needs.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2021 Five Star Wealth Managers.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.