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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!”
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