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Summit Wealth Group Announces Expansion, Adds Nashville-Area Office

Nashville, TN (December 1, 2021) – Summit Wealth Group today announces its agreement with Dave Adams and his firm, Adams Investment Strategies, out of Franklin, TN. Adams Investment Strategies will join Summit Wealth Group and become Summit’s eighth branch office location (its first in the Greater Nashville area).

“We are thrilled to be joining forces with Dave and his team in Franklin.” says CEO Randy Morris. “Dave has built a strong practice by focusing on providing excellent, personalized financial services while ensuring his clients are always treated with the highest regard. Sharing the same values as Dave has allowed this to be a smooth transition, and we look forward to joining Dave’s efforts in Franklin by extending our services to individuals and business owners in the Greater Nashville area for years to come.”

Prior to joining Summit, Adams Investment Strategies provided financial advisory services to clients for over 27 years. “Summit’s team-based approach to financial services along with their client-first focus were exactly what I was looking for in a strategic partner.” says Dave Adams, Founder of Adams Investment Strategies. “Now we will be equipped with additional resources, a dedicated team behind us, and the capacity to serve our clients even better – and that excites me!”

Why David Joined Summit

In 2015, David Lee made the decision to merge David Lee Financial with Summit Wealth Group. After spending 30 years in the industry, successfully building his practice to capacity, he realized he had reached his growth potential on his own. This led him to an opportunity with Summit Wealth Group.

Finding that Summit embraced similar business practices and values as himself, and recognizing the additional resources that would be available to him, it made sense for David to partner with Summit.

Today, David is still fully engaged in his business and leans on Summit for HR, marketing, training and operations support which, he believes, has made a profound impact on the growth of his business.

With a higher ceiling and much of his workload reduced, David now spends time doing what he enjoys most, meeting with clients, prospects and building relationships. Plus, David now has a built-in succession plan in place which is beneficial not just to David, but also his clients!

To learn more, please watch this video.

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Through a Summit partnership, you’ll have the confidence to know that the book you’ve built and the clients you’ve formed relationships with will be cared for.


With CPAs, CFPs, HR professionals, marketing professionals, an investment committee, several advisors, planners and admins on staff, our team of subject matter experts are a phone call away, willing to help raise the level of service to your clients.

Interested in joining Summit Wealth Group? We invite you to take our initial questionnaire, the first step in the process!

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, member FINRA / SIPC, a Registered Investment Adviser Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. - Enfold Theme by Kriesi