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.
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.
Services
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.
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.
Clint Adams, CFP(R), Principal & Wealth Advisor, grew up in Temple, Texas, attended Texas A&M and graduated with a degree in Finance from Sam Houston State University in Huntsville. Clint is married with two kids and enjoys fishing, . Kelli Bolton comes to us with almost twenty years of experience in the financial services industry and currently serves as our Director of Client Services, in-house notary and life of the office!
Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
1. Assessing Your Needs and Finances - We begin by asking you to complete a confidential personal profile that helps us gain a deeper understanding of your current financial situation and goals. 2. Preparing Your Plan - We provide a detailed analysis of your finances, develop a variety of customized strategies and offer recommendations to address your future needs.
Years of experience have prepared us to guide you through your life transitions, and we promise to be there every step of the way, holding your hands and navigating the journey together from this generation to the next. We promise excellent customer service, on-going communication and timely portfolio reviews along with professional advice on comprehensive investment and retirement planning.
Reviews (2)
J. Smith
Jan 14, 2022
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I would give Clint and his business less than one star if I could. This man is a horrible excuse for a human being! Clint is rude, argumentative and downright ugly and he also like to talk down to you like he is superior and you are less than nothing. I have never had anyone in all my many years speak to me as he did. I went in there for a service not to be treated like garbage and him only trying to take my money from me. And after speaking to other advisors it’s clear he does not know what he is talking about and will only take your money and destroy your future. It’s clearly why the only
Kelly Tucker
Dec 31, 2017
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