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Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.

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THE CURRENCY
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2905 12th Ave South, #108
Nashville, TN 37204
Phone: (615) 435-3644
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Investment & Portfolio Management

Invest with Purpose, Grow with Adams Wealth Partners.

A Partnership in Portfolio Management

At Adams Wealth Partners, we understand that effective investment and portfolio management are at the core of your financial success. Our seasoned experts are dedicated to crafting personalized investment strategies tailored to your unique financial goals and risk tolerance. We believe that investment is not just about maximizing returns; it’s about ensuring your investments align with your long-term objectives, whether that’s retirement, wealth preservation, or funding your children’s education.

Our approach to investment and portfolio management combines a meticulous analysis of market trends and opportunities with a deep understanding of your individual needs. We aim to build diversified portfolios that stand the test of time and provide a solid foundation for your financial future. We prioritize transparency, clear communication, and risk management to keep you informed and confident in your investment decisions. Our mission is simple: to help you grow and protect your wealth while providing peace of mind along the way.

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Related Resources

Mid-Year Review and Update

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September Notes From The Most Recent Investment Committee Meeting

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Update on our Strategies – Where We Are and Where We Are Going

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Bucket 2 – Part 2

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The Impact of Investment Accounts on Your Tax Return

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Holistic Wealth Management

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Nashville Location:
2905 12th Ave South, #108
Nashville, TN 37204
Phone: (615) 435-3644
Murfreesboro Location:
1639 Medical Center Pkwy,
Floor 4,
Murfreesboro, TN 37129
Schedule Appointment
Murfreesboro Location:
1639 Medical Center Pkwy,
Floor 4,
Murfreesboro, TN 37129

Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Adams Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Adams Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at Adams Wealth Partners, LLC are: David Adams, Myles Zueger, Carson Odom, Spencer Provow, and Nick Wolf.

CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley

CFA holders at Adams Wealth Partners, LLC are: Anthony Breen.

Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

Barron’s Top 1,500 Financial Advisors 2026, is based on the period from 09/30/2024 – 09/30/2025 and was released on 03/20/2026. 7,855 nominations were received and 1,500 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4smNviU.

Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Raymond James is not affiliated and does not endorse the above-mentioned organizations.

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