Adams Wealth Management Group
Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We seek to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 937-433-6500.
What to expect from us
Objective Financial Advice
We are Independent Financial Advisers who work for you. That’s why we do not have “in house” investments, or any personal interest in recommending one investment over another. Rather, we are here to give you the objective advice you need to pursue your financial goals.
Freedom of Choice
Our clients have access to over 8,000 investment companies, insurance products from more than 200 respected companies and an impressive array of stocks, bonds, commodities and other wealth building opportunities.
A Complete Range of Financial Services
We have a network of experienced professionals including Attorneys, CPA’s and Financial Planners ready to put their expertise to work for you.
We’ll Work For You
We are bound by a fiduciary responsibility to recommend only the investments that best meet your needs. In accordance with our own code of ethics and the law, all customer information is held in strictest confidence.
Specialists in Retirement Planning and Management
Because retirees or those planning for retirement make up our largest group of customers, we have both the experience and thorough knowledge of IRS rules and regulations necessary to help you avoid costly penalties and excess taxes. We are always willing to work with your tax advisor regarding any specific tax issues that you have.