Joel Adams | Registered Investor Advisor Representative

keep growing

Keep focused on what matters to you. Keep hearing what your grandmother told you. Keep learning. Keep living your values. Keep demanding fairness and responsibility. Keep having fun. Keep your hands on the wheel. Keep your eyes on the far horizon. Keep your great-great-grandchildren in mind. Keep loving.

we would love to meet.

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we’ll grow with you.

We know that how you manage your assets shouldn’t be isolated from how you manage your life. The ideals you value, the dreams you pursue, the lessons you hope to pass on to your kids are all as important to a successful investment program as any spreadsheet, any chart, any data.

an inclusive process

Diving In

If we’re going to do the best possible job for you, we need to learn who you are. What excites and motivates you? What are your fears? Where do you want to go and who is on this journey with you? This deep discovery will allow us to focus our efforts on what is meaningful to you.

Striking a Balance

Almost all of our everyday activities involve striking a balance. Balancing flavor with calories, horsepower with mileage, career with family life. Everything, it seems, comes down to tempering one impulse with another. And wealth management is certainly no exception. Where is your own comfort point between return and risk?

Intimacy and Influence

We take a lot of care to make sure our clients feel comfortable and relaxed. Our office is homey, and our interactions conversational and jargon-free. But behind the quiet kitchen-table familiarity is the power of our access to Raymond James. From our tidy bungalow on Merrimon Avenue, you’ll be plugged into the resources and insights of a global leader.

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”

– Warren Buffet

in the news

Video: Qualified Charitable Distribution

Writer

— October 12, 2018

Bray Creech discusses this year’s tax law changes and how they affect donating to charity through Qualified Charitable Distribution.

Financial advice: Maximizing tax benefits from your charitable giving

Bray Creech, MBA, CPA, CFP®

Citizens Times — September 16, 2018

This year, charities across the U.S. are concerned. Their donors, many of whom are middle-income retirees, may be discouraged from charitable giving — their gifts no longer reaping the tax benefits of years past.

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