Dave Adams Email & Phone Number

Dave Adams is the Senior Wealth Adviser at Summit Wealth Group now located at 256 Seaboard Lane Suite C-101 Franklin, TN 37067 phone: 615-376-5363. Dave enjoys his relationships with his clients, and he hopes to make a positive difference in their lives. He does this by providing goal focused and plan driven investment strategies that help them move forward toward their financial and life goals. As an Investment Adviser Representative of Commonwealth Financial Network, Dave's desire is to help his clients feel comfortable delegating the management of their investable assets to him so they are free to pursue what they are passionate about. He helps them compose a plan to "pair their assets with their life's purpose", so that they may have a peace about their financial future and that their remaining time on this planet might be greater than they have ever imagined. He also provides risk management through Life and Long Term Care insurance. This communication is strictly intended for individuals residing in the state of TN. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. http://www.finra.org/ http://www.sipc.org/Specialties: Goal Focused Plan Driven Investment Strategies, Individual 401K Consulting, and "True Wealth" Planning. To learn about Dave's specialties, visit his company web site at www.adamsinvestmentstrategies.comPlease review our Terms of Use here: www.commonwealth.com/termsofuse

Listed skills include Investments, Wealth Management, Financial Planning, Long Term Care, and 25 others.

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  Senior Wealth Advisor At Summit Wealth Group

  Summit Wealth Group

  Dec 2021 - Present - Franklin, Tn