About Us

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Learn more

 

Our Difference

The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help safeguard your portfolio against today's extreme market volatility.

Learn more

 

Our Process

A strong planning process is the appropriate way to create a more financially confident plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Learn more

 

About Us

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Learn more

 

Our Difference

The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help safeguard your portfolio against today's extreme market volatility.

Learn more

 

Our Process

A strong planning process is the appropriate way to create a more financially confident plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Learn more

 

About Us

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Learn more

 

Our Difference

The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help safeguard your portfolio against today's extreme market volatility.

Learn more

 

Our Process

A strong planning process is the appropriate way to create a more financially confident plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Learn more

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a confident retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
 

Corporate Retirement Services

Managing a retirement plan involves far more than selecting mutual funds. At Adams Wealth, we differentiate ourselves by providing a robust and structured process to help employers evaluate, understand, and implement comprehensive retirement plans.
2024 five star wealth management award

Dwayne Adams has been recognized for the tenth time as a Five Star Wealth Manager.  In 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and again for 2024!

The Award is 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 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Managers.

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Why choose Adams Wealth?

Experience personal, dedicated service designed to help you pursue your financial goals. 

Book an appointment now

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