James Adams

About James Adams

I serve a select group of individuals, families, and businesses. My mission is to be a trusted advisor to our clients by designing and implementing a defined process to grow their wealth and accomplish their unique goals.Personalized ProcessHelp clients shape, clarify, and prioritize their financial goalsA long-term focused planning approach that provides clarity for clients about their current situation and a blueprint to achieve goalsA commitment to educating clients helps simplify complex issues and eases decision-makingCustomized StrategiesRelevant and meaningful investment experience allows for innovation and perspectiveA rules-based investment approach and institutional quality investment strategies lead to outcome-based portfolios tied to our clients’ goalsThe ability to leverage global resources for clients in a way that is truly tailored to their situation.Lasting RelationshipsWorking with a select number of clients ensures a personalized experience and prompt responsesProactive communication helps us makes sense of financial markets for our clients and deliver timely information so they stay on trackA focus on the long-term needs of our clients creates comfort and understandingABOUT ME:I grew up in Amarillo, TX, and have lived in the area my entire life. I graduated from West Texas A&M. I currently live in Amarillo with my three children.

Experience

1. Portfolio Manager

   Adams Wealth Management Group Llc

   Nov 2016 — Present · Amarillo, TX, US

Education

• West Texas AM

  Bachelor's Degree

  1999 — 2001

Skills

• Retirement
• Equities
• Financial Advisory
• Financial Markets
• Trading
• Special Needs Trusts
• Etfs
• Investments
• Fixed Income
• Portfolio Management
• Quantitative Finance
• Charitable Trusts
• Trend Following
• Small Business
• Technical Analysis
• Wealth Management
• Investment Strategies
• Goal Analysis