Our Philosophy
We have developed a U.S Patent/Registered approach to building and maintaining wealth that we call RETIRE WHILE YOU WORK®. This philosophy employs a 3 Bucket Approach to help you optimize life’s most precious commodity, TIME, and spend your time doing things you love with people you love, creating experiences and memories along the way- not simply accumulating stuff.
Our Philosophy
We have developed a U.S Patent/Registered approach to building and maintaining wealth that we call RETIRE WHILE YOU WORK®. This philosophy employs a 3 Bucket Approach to help you optimize life’s most precious commodity, TIME, and spend your time doing things you love with people you love, creating experiences and memories along the way- not simply accumulating stuff.
Our Services
Holistic Wealth Management
• Comprehensive Financial Planning
• Retirement Planning
• Selling a Business
• Musician catalog sales
• Divorce Planning
• College Planning
• Life, Long Term Care, Disability Insurance
• Investment & Portfolio Management
We have started the David Adams Wealth Group Endowment Fund, which contributes a percentage of our annual revenues to help various non-profits in our community. David has served on various Boards (Onsite, Saving Case, End Slavery) as well as completed time and training as a Wish Grantor for Middle Tennessee Make-A-Wish Foundation. Our hearts want to share any blessings we receive in our practice with others in need.
We are beyond proud of the team we have built here, and grateful for the recognition and press we have received both locally and nationally.
Thank you to all of our amazing clients, friends, and families who helped make these achievements possible, and continue to support us through all of life’s ups and downs and running a successful wealth management practice.
Myles News Channel 4 Interview: How to Get the Most Out of the State Grocery Tax Holiday
News Channel 4 stopped by to office to talk to Myles and get our thoughts on the…
