What People Are Saying

 
 
David Adams and his team have been serving us for almost 20 years! They helped us with the money for our kids’ college education, and soon our fourth child will be graduating from college! David’s service is so personal – he makes us feel like family. He has helped us to “retire while we work”.

I called on David Adams many years ago to recruit him as a client, as it turns out I was so impressed with David and his staff, I became one of his! He and his staff are passionate about educating their clients and working alongside them with not only their investment strategies and goals, but important life decisions. I never hesitate to refer my friends and clients to Adams Wealth Partners; they always go above and beyond for clients and prospects.

“We have been clients of Adams Wealth Partners for over 15 years. During this time, we have progressed through the many phases of a fast paced and rewarding life – young kids, private education, starting and growing a business, growing financial investment portfolio, college funding, selling a business, selling and buying homes and retirement planning. David and his entire team have been more than just a financial advisory practice. Adams Wealth Partners has been instrumental in the development and execution of our global financial and life plan. In our total list of “life helpers and supporters”, David Adams, Myles Zueger and the whole team are quite honestly at the very top of our list. “We are so very grateful.

“David Adams takes his role as a financial counselor and advisor very seriously as do the other members of the team. Their proactive approach cuts through the hype and bias found throughout the market and media. We quickly get down to the essential elements of risk, volatility, returns, timelines, needs, and expectations in order to make decisions and take appropriate actions to improve our chances of success. Having regular conversations with good input from top level analysts, I know where I stand and have the confidence that the plan we’ve put together will serve my needs and those of my family for a long time to come.”

“The other day I was sitting at a table with 6 other women at a networking event. We were all asked, “What does money mean to you?” Unanimously around the table, we all said FEAR. I have had the honor to work with AWP for several years, and following a divorce, I can tell you the fear was real as a single working mother. The team at AWP is perfection, and they not only understand the importance of family, they help you manage your finances to allow more time with them. As a single working mother, this alone is priceless. Worth more than any investment, and AWP makes it happen. It’s been several years, and the fear is gone. They teach, help you understand, and walk you through the process with ease. They are like extended family, and they treat me like part of their’s.”

“Adams Wealth Partners has been a game changer for our family! We have gone through multiple financial planners/advisors over the years, but this is the first time we have had a very personal experience in planning our financial future and actually realizing some of our goals. We are so impressed with their level of expertise, communication and attention to detail. This team is like no other we have ever worked with!”