Our Services - Wealth Management & Planning | David Adams

Our Services

The Foundation of successful Nashville wealth management is creating a customized financial plan for each client. This plan should address strategies to mitigate taxes, provide a lifetime income, and allow each client to become financially organized. Two cornerstones of every financial plan are risk management and asset growth. While the market will always have volatility, the key to being a successful investor is minimizing losses in the bad years without foregoing substantial growth in the good years. The client’s investment and financial goals always come first. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products. Providing comprehensive Nashville wealth management involves much more than simply building a portfolio. We are positioned to help clients, not only with portfolio management, but also with retirement, tax, estate, 401k education, and insurance planning.

*Raymond James does not offer tax services

Asset Allocation

Over the past 20 years, asset allocation has increasingly become the foundation of individual as well as institutional investment portfolios. Yet, while many people are familiar with the concept, not all fully understand what it means to them and their investments.
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Asset Management

Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of...
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Estate Planning & The Life Insurance Trust

Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes and preserved for their heirs. They are entitled to know that they have control over what happens...
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Financial Planning

When Raymond James was founded in 1962, it did not follow the path of its peers – a transaction-oriented style of business based simply on “selling” investments. Instead, the firm’s founder, Robert A. James, stressed the importance of counseling individual ...
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Mutual Funds

Whether you are a new investor or an experienced one, investing in mutual funds may be an easy way to diversify your holdings. A growing segment of the investment market, mutual funds are professionally managed portfolios whose shares are sold to the...
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Retirement Planning

When saving for retirement, or another future goal, consider using dollar-cost averaging as a strategy – the process of making regular investments on an ongoing basis, regardless of price; for example, buy 100 shares of a mutual fund each month, quarter or year.
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Stock Options

Your firm has recognized the contributions you have made to its performance and success by granting you options to purchase company stock. Representing more than your company’s respect for you as a valued employee, stock options can help you develop a meaningful...
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Stocks & The Stock Market

Every day, millions of people trade stock in markets around the world. But what does it actually mean to own stock? For many, it simply represents a dream of financial gain. But stocks are much more than investments. They allow companies to expand business...
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College Planning

Although it is best to start the college investment process when your child is young, it is never too late to begin. No matter your child’s age, what’s important is that you plan now. It is easy to put off thinking about these expenses, hoping that your child...
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Why bonds? At Raymond James, we believe bonds can play an important role in a well-diversified portfolio. Bonds can provide predictable income and, most important, principal protection.* Also bonds may help minimize overall volatility.
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Safeguarding Your Identity

At Raymond James, ensuring your privacy is a top priority. We devote extensive technological and human resources to protecting the information you entrust to us. But we want our clients and their families to be able to protect themselves, too.
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Your 401k Advisor

As an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design...
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Insurance & Annuities

As an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design provisions...
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Tax Planning

Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. This brief guide provides a basic overview of some of the tax rates, credits, deductions and related considerations that may apply to you.
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