Financial Planning, Advising & Consulting

Services

We believe a custom financial plan should provide the best roadmap for reaching your financial goals.

We serve individuals, families and businesses. We enjoy educating clients and prospective clients on portfolio management and investment strategies. Our mission is to be a trusted advisor to our clients by designing and implementing a defined process for pursuing their unique financial goals. Our commitment to this mission is defined by three core principles:

 

PERSONALIZED PROCESS
  • Help clients identify, shape and prioritize all of their financial goals
  • A long-term focused approach that provides clarity to clients about their current situation and a blueprint to pursue their financial goals
  • A commitment to simplify complex issues and ease decision-making

 

CUSTOMIZED STRATEGIES
  • Relevant and meaningful investment experience helps me understand my clients from their own perspective
  • An investment approach that seeks to tie clients’ investments to their own specific goals.
  • A rules-driven investment approach that spans multiple asset classes clearly described in an investment policy statement tailored for each client.

 

LASTING RELATIONSHIPS
  • Working with a select number of clients ensures a personalized experience and prompt responses
  • Proactive communication helps us make sense of financial markets for our clients and deliver timely information so they stay on track
  • A focus on the long-term needs of my clients creates comfort and understanding
401k Rollover Services by Adams Wealth Management
Financial Planning, Advising & Consulting ultima modifica: 2016-11-04T20:33:43+00:00 da Adams Wealth Management

Get in Touch

600 S Tyler St #1906
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.