CLEAR COMMUNICATION
DISCIPLINED APPROACH
REAL RELATIONSHIPS
Books By Our CEO, Adam Dawson
Chasing Chances
Through unbelievable real-life stories, this book will teach you the secrets of why many popular investment strategies fail and how the financial industry has convinced you to do what is in its best interest, not yours. You will also learn how to apply proven practices that dramatically increase your chances of success. Available on Amazon and Audible.
Timeless Principles of Financial Security
Gain new insights to help you find lasting peace and prosperity in an uncertain world. This book is filled with authentic accounts that teach valuable life lessons, including many of Adam’s own personal experiences. It includes actionable, practical advice leading you down a clear path to accomplish your financial goals. Available on Amazon.
Who We Are
As independent advisors we are not beholden to any mandates or sales quotas from other investment companies. Therefore, we are free to recommend only what is in your best interest, in a true fiduciary capacity.
How We Help
Our mission is to simplify your life and enhance your peace of mind by…
- Listening carefully to understand YOUR goals, then developing a practical plan to help you achieve them.
- Examining your whole financial picture to help you optimize opportunities and reduce risk.
- Building investment strategies in line with your goals.
- Managing your investments and researching your financial questions for you, so you can focus on what you enjoy most.
- Keeping you informed and helping you focus on what you can control so you can tune out the noise.
We also specialize in helping you with the following:
Who We Serve Best
If this sounds like you, we might be the perfect fit:
- You have $500,000 to $50 million investable assets and prefer not to manage it yourself.
- You want to simplify your life and enhance your peace of mind.
- You don’t enjoy following the chaos and clamor of daily market news.
- You value long-term personal relationships with trusted advisors.
- You prefer a steady, consistent approach to investing rather than a highly speculative scheme.
- You strive to make a difference in the lives of other people.
- You care about the financial security of your spouse, children, and/or grandchildren.
Investment Philosophy
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Let’s connect to explore whether we would be a good fit for your needs. Send us a message below or call us at (702) 433-7588.