Nashville, TN (December 1, 2021) – Summit Wealth Group today announces its agreement with Dave Adams and his firm, Adams Investment Strategies, out of Franklin, TN. Adams Investment Strategies will join Summit Wealth Group and become Summit's eighth branch office location (its first in the Greater Nashville area).
“We are thrilled to be joining forces with Dave and his team in Franklin.” says CEO Randy Morris. “Dave has built a strong practice by focusing on providing excellent, personalized financial services while ensuring his clients are always treated with the highest regard. Sharing the same values as Dave has allowed this to be a smooth transition, and we look forward to joining Dave's efforts in Franklin by extending our services to individuals and business owners in the Greater Nashville area for years to come.”
Prior to joining Summit, Adams Investment Strategies provided financial advisory services to clients for over 27 years. "Summit’s team-based approach to financial services along with their client-first focus were exactly what I was looking for in a strategic partner." says Dave Adams, Founder of Adams Investment Strategies. "Now we will be equipped with additional resources, a dedicated team behind us, and the capacity to serve our clients even better – and that excites me!"
Pictured: Summit Wealth Group CEO, Randy Morris, and Adams Investment Strategies Founder, Dave Adams, sign closing documents.
About Summit Wealth Group -- Summit Wealth Group is an independent wealth management and financial advisory firm headquartered in Colorado Springs with branch offices located throughout the country. Clients of Summit Wealth Group include high net-worth individuals, business owners, and those in need of customized financial planning.
Summit is unique in the industry in that it takes a team-based approach to financial services. "Our clients are alike in that they each face unique, sometimes complex money-related decisions in their business and their personal finances. We believe unique challenges should be met with the highest-level, custom-tailored guidance so clients can make financial decisions with complete confidence." says CEO Randy Morris. "That’s precisely why we take a team approach to this industry. When you sit down with a Summit advisor, you can know your options have been dissected, discussed, well-thought-out, and the advice we provide is done so with multiple sets of eyes on your situation."
For more information, please visit https://www.summitwealthgroup.com/