Alice Adams
Cleveland

1000 Paul Huff Pkwy NW

Cleveland, TN 37312

+1 (423) 854-1514
aladams@capitalwealth.com

About Alice Adams

Alice Adams is an experienced Financial Advisor based in Cleveland, TN. With 22 years of experience in the field, Alice has become known for her expertise and dedication to helping clients navigate the complexities of financial planning. She holds a certification as an Estate Planning Law Specialist (EPLS), highlighting her deep understanding of estate planning strategies. With a passion for problem-solving and attention to detail, Alice is committed to providing personalized financial advice that meets each client's unique needs and goals. Outside of work, she enjoys engaging in DIY projects, woodworking, and challenging herself with Sudoku puzzles.

Insights

September 29, 2022

The Impact of Inflation on Investment Decisions

Discover how inflation affects investment decisions and learn about its impact on financial markets. Gain insights into the strategies investors use to navigate inflationary environments and protect their portfolios. Understand the potential risks and opportunities that arise in an inflation-driven economy. Dive into this in-depth analysis of the relationship between inflation and investment decisions to make informed choices for your own investment journey.

June 21, 2022

The Rise of ESG Investing: Impact and Returns

Discover the powerful impact and impressive returns of ESG investing. Explore the rise of this sustainable investment strategy that combines environmental, social, and governance factors. Uncover how ESG investing is reshaping the financial landscape and making positive contributions to society while achieving attractive financial performance. Learn why many investors are embracing this approach as a way to align their investments with their values and contribute to a more sustainable future.

November 21, 2022

Building a Diversified Real Estate Portfolio

Learn how to build a diversified real estate portfolio to maximize your investments. Discover the strategies and key considerations for selecting properties across different locations, types, and risk profiles. Enhance your knowledge of asset allocation, rental income generation, and effective property management techniques. With expert insights and practical tips, unlock the potential of diversification in real estate investment to achieve long-term financial growth and stability.

July 19, 2023

The Role of Technology in the Financial Sector

Discover the transformative impact of technology in the financial sector as we explore its role and influence. From mobile banking to algorithmic trading, we delve into the various ways technology is reshaping financial services and improving customer experiences. Explore how technological advancements are driving innovation, streamlining operations, and enabling data-driven decision-making in this ever-evolving industry. Gain insights into the future of finance and understand how technology continues to revolutionize the way we manage our finances. Join us on this captivating journey through the intersection of finance and technology.

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Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+14238541514
aladams@capitalwealth.com
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