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Our Team
Years of experience have prepared us to guide you through your life transitions.
Products and Services
We offer a broad range of services to help clients secure a sound financial future.
Our Approach
We help you put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Dwayne Adams has been recognized as a seven time Five Star Wealth Manager for 2014, 2015, 2017, 2018, 2019, 2020 and again for 2021!
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 and 2021 Five Star Wealth Managers.
