Adams Wealth Management
Adams Wealth Management (AWM) is associated with LPL Financial, a leading independent source for financial services. AWM provides personal, family and career financial planning services in addition to wealth transfer and investment strategies for individuals, families and organizations. We place an emphasis on knowing our client’s needs on an individual or organizational basis, use Modern Portfolio Theory for managing risk and let the needs of each client drive the selection of investment strategies. In our practice, managing risk and pursuing growth are equally important objectives.
The Adams Wealth Management team has over 15 years of experience managing account operations on a daily basis. We have worked hard to build relationships and obtain the trust of our clients over the years, and this is something the AWM team will continue to maintain in the future. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the disciplined approach required to realize your dreams.
One thing that we all have in common is YOU. As our client, YOU are our #1 priority regardless. Therefore, we will strive to LISTEN and UNDERSTAND what is important to YOU and your financial future. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (214) 446-0977.