Rules-Based Portfolios for Serious Investors

One Clear Picture of You.

We give our clients the tools to manage their lives so that we can help them organize and prioritize their goals.

Investment Philosophy

We cannot predict financial markets, nor do we try to. Instead we focus on identifying trends in the broader U.S. stock market, individual equities, Exchange Traded Funds (ETFs) that track specific sectors, markets and asset classes. We believe that there is no holy grail for investing in markets – that is to say it is impossible avoid the risk of unfavorable investment returns. For that reason, we believe it is important to have a system in place to quickly exit unprofitable positions while letting profitable positions continue their trend.

Rules-Based Investing.

Adams Wealth Management is Amarillo's Financial Advisor

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Adams Wealth Management offers Financial Planning and Wealth Management

Investment solutions

We offer financial planning and portfolio management for the following account types: Individual, Joint, Trust, Traditional, ROTH & SEP IRAs.

Adams Wealth Management works with you to develop a retirement strategy

Strategy design

We customize our investment portfolios based upon our clients’ goals and needs.

Financial Planning is simplified with a powerful set of tools

Financial integration

We provide a dashboard with powerful tools for centralizing your financial life.

About us

Adams Wealth Management is an investment management firm focusing on portfolio management and financial planning.

Connect with us for:

  • Goals-based financial planning
  • Retirement accumulation strategies
  • Income planning strategies
  • Estate Planning
  • Executing philanthropic or legacy goals
  • Quantitative Portfolio Management

Get Started On Your Future Today!

Adams Wealth Management – Financial Planning Amarillo, TX ultima modifica: 2017-03-01T17:05:57-05:00 da Adams Wealth Management

Get in Touch

600 S Tyler St #2100
Amarillo TX 79101

Other Information:

Adams Wealth Management Group LLC (“Adams Wealth Management”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Adams Wealth Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Adams Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.