Managing your finances, building wealth, knowing how and where to invest your money, and planning for retirement are all things that are challenging to do on your own. There are many nuances to it, and making the wrong decision can be costly.
Summit Wealth Group builds customized financial plans, provides high-level investment management, retirement planning, and wealth-building strategies so you can experience financial contentment in your journey.
The Summit Nashville branch, formerly known as Adams Investment Strategies, is located in Franklin, TN, and has been serving clients for over 25 years both in the Greater Nashville area as well as across the country.
Our Nashville, TN Financial Advisors, Dave Adams and David Noland, CFP® are fee-based. As a CERTIFIED FINANCIAL PLANNERTM Dave and the Nashville team have a fiduciary standard to act in their clients' best interests. They are joined by Client Services Manager Ashley Rogers. As a team, they provide customized financial planning, investment management, retirement planning, and wealth-building strategies.
Meet our Nashville Team
Senior Wealth Advisor
Client Services Manager
Please Note: Due to Covid-19, all client meetings are virtual at this time. We hope to open our office for in-person meetings again in January, 2022!
Office location: 256 Seaboard Lane Suite C101, Franklin, TN
Phone: (615) 376-5363
Fax: (615) 376-5364
If you are new to Summit Wealth Group Nashville, we are confident we can bring peace of mind to you on your financial journey and confidence in your financial decision-making. Getting started is easy: