Adams Wealth Partners

I love their simple & realistic approach to investing not only your money, but your time, which is more valuable. The DAWG Team has spent time educating me and my kids the value of both. What really impressed me once, was reinforcing my decision to build an expensive (to me) home for my family, knowing I would’ve invested more with them had they advised me differently. They are truly in the business of relationships and maximizing a wealth of life experiences with a long term strategy of building financial wealth to match.

I am so grateful to have found David and his team. I feel taken care of, listened to and I know that our finances are in the best hands. The expertise, knowledge and deep wisdom his team has encompasses not only money, but also the idea of what success is to each individual client. David and his team have created a new model, where life is about creating and fulfilling your dreams, not just about dollars in your portfolio, and isn’t that the point? I wouldn’t work with any other firm.

I am so happy to have found David and his team! Their expertise is one of a kind, non intimidating, and always willing to go beyond. This office is so much more the wealth management, it's comfort in your future. Love the work they've done, and I especially appreciate the additional stress management team, Jolene (a Labrador Retriever, therapy dog)!