We have developed a U.S Patent/Registered approach to building and maintaining wealth that we call RETIRE WHILE YOU WORK. This philosophy employs a 3 Bucket Approach to help you optimize life's most precious commodity, TIME, and spend your time doing things you love with people you love, creating experiences and memories along the way- not simply accumulating stuff.
We are beyond proud of the team we have built here, and grateful for the recognition and press we have received both locally and nationally. Thank you to all of our amazing clients, friends, and families who helped make these achievements possible, and continue to support us through all of life's ups and downs and running a successful wealth management practice.
We are beyond proud of the team we have built here, and grateful for the recognition and press we have received both locally and nationally. Thank you to all of our amazing clients, friends, and families who helped make these achievements possible, and continue to support us through all of life's ups and downs and running a successful wealth management practice.
Services
After months of discussion around what may or may not happen to taxes, an initial proposal has. Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our. The David Adams Wealth Group Investment Committee answers some of the top burning questions that they have.
Retire while you work is possible no matter your level of wealth. In his book, The Currency of Time, author David Adams introduces his three buckets of life approach to create fluid life financial plans, not emergency retirement quitting plans. Using the three buckets approach will help you feel more free, joyful, and fulfilled.
Reviews (5)
Kimberly Gerbers
Sep 18, 2021
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I am so happy to have found David and his team! Their expertise is one of a kind, non intimidating, and always willing to go beyond. This office is so much more the wealth management, it's comfort in your future. Love the work they've done, and I especially appreciate the additional stress management team, Jolene (a Labrador Retriever, therapy dog)!
Carly Kear
Jul 18, 2021
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I am so grateful to have found David and his team. I feel taken care of, listened to and I know that our finances are in the best hands. The expertise, knowledge and deep wisdom his team has encompasses not only money, but also the idea of what success is to each individual client. David and his team have created a new model, where life is about creating and fulfilling your dreams, not just about dollars in your portfolio, and isn’t that the point? I wouldn’t work with any other firm.
Brian Wright
Jul 15, 2021
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I love their simple & realistic approach to investing not only your money, but your time, which is more valuable. The DAWG Team has spent time educating me and my kids the value of both. What really impressed me once, was reinforcing my decision to build an expensive (to me) home for my family, knowing I would’ve invested more with them had they advised me differently. They are truly in the business of relationships and maximizing a wealth of life experiences with a long term strategy of building financial wealth to match.
Charlton Combs
Jan 22, 2021
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David and his team do an amazing job. My wife and I have been using their services for a little over a year now, and we have been so impressed with how professional they have all been in the midst of so much uncertainty. They have treated us like family and go out of their way to answer questions and help us with our financial planning. Our day to day contact is Myles and we cannot say enough good things about him as well. You can tell that they all truly care.
Nate Tiuseco
Sep 10, 2020
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