Strategic. Holistic. Trusted. Exclusive.
At Adams Wealth Management, we believe that building long-term relationships with our clients is the key to their financial success. Our team of experienced professionals is dedicated to providing personalized financial guidance and wealth management services to individuals, families, and organizations. With over 15 years of experience, we have built a reputation for providing exceptional service and expert financial advice.
Our Mission
At Adams Wealth Management, our mission is to help our clients achieve their financial goals and pursue their dreams. We believe that financial planning is not just about numbers, it's about people and their goals. We take a holistic approach to financial planning, taking into account our clients' unique financial situations, risk tolerance, and goals. Our team is committed to providing personalized service, expertise, and guidance to help our clients make informed financial decisions.
Our Process
Our process is designed to be personalized and tailored to each client's unique situation. We take the time to get to know our clients, understanding their financial goals, risk tolerance, and investment objectives. We work closely with our clients to identify their financial needs and goals, and develop a customized financial plan to help them achieve those goals. Our experienced team of professionals stays up-to-date on the latest financial trends and technologies to ensure that our clients receive the best possible advice.
Our Services
At Adams Wealth Management, we offer a wide range of financial services, including:
- Personalized financial planning and investment consulting
- Retirement planning and management
- Investment management and wealth coaching
- Estate planning and wealth transfer strategies
- Tax planning and savings strategies
- Insurance planning and risk management
What Sets Us Apart
At Adams Wealth Management, we believe that our unique approach to financial planning and wealth management sets us apart from other financial advisory firms. We take a holistic approach to financial planning, considering our clients' overall financial situation, risk tolerance, and goals. We also act as a trusted advisor, providing guidance and expertise to our clients to help them make informed financial decisions. Our team of experienced professionals is dedicated to providing exceptional service and expert financial advice.
Contact Us
If you have any questions about our services or would like to schedule an appointment, please do not hesitate to contact us. You can reach us by phone at (214) 446-0977 or by email at clint.adams@adams-wealth.net.
General Impression
The reviews provide a mixed opinion about Clint's business, with one reviewer having a very negative experience and the other reviewer having a very positive experience.
Customer Service
Poor Customer Service
One reviewer had a highly unpleasant experience with Clint, describing him as rude, argumentative, and condescending. They felt disrespected and belittled, and stated that Clint only cares about making money and not about his clients' well-being.
Excellent Customer Service
On the other hand, another reviewer had a very positive experience with Clint, describing him as a "good 'ol southern boy" who makes clients feel like family. They trusted him to develop a retirement plan for their dad and many others.
Expertise and Knowledge
Lack of Knowledge
The negative reviewer questioned Clint's expertise, stating that he doesn't know what he's talking about and will only take clients' money without providing any value.
Trusted Advisor
The positive reviewer, who is a Certified Financial Planner (CFP), trusts Clint to develop retirement plans for their clients.
