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550 Bailey Avenue, Suite 700, Fort Worth, TX 76107

817-339-3434
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Client Experience

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation: your priorities, values, goals. From there we evaluate your situation and provide a roadmap and vision to help you get to your financial goals. As your goals or situation changes, our guidance and service evolves with you. 

Wealth Management Process

The Wealth Management Process outlines how the Gamez Adams team works with clients in the introductory stage to set the foundation for how the team will partner with our clients and our ongoing support to maintain that partnership.

Wealth Managment

Mission, Vision & Core Values

Mission

Our mission is to care for our clients by providing trusted financial goals that helps them provide security today and confidence for tomorrow. We are here to ensure that they, along with the people they love, will be cared for, no matter what life holds.

Vision

Our vision is for every client to feel secure, supported, and confident in their financial future, knowing they have a lifelong partner by their side who understands their goals, values and the people they care most about.

Core Values

  • Our clients are at the core of everything we do. We listen first, and advise second, always acting in their best interest.

  • We build relationships based on honesty, transparency and continuing to act in their best interests, earning trust every step of the way.

  • We're here for the long haul. From early career decisions to retirement planning and the next generation, we walk alongside our clients through every stage.

  • We pride ourselves on being approachable, available and responsive because timely support matters.

  • Our clients financial plan is theirs; it should reflect their life. Our partnership and foundation allows us to provide advice tailored to our clients unique situation and support.

  • We treat every client with dignity and compassion, understanding that financial decisions are deeply personal and should be handled with the utmost care.

Frequently Asked Questions

  • Our services go beyond investing and financial planning. With the extended team at Baird and our support staff, the Gamez Adams Group offers a holistic approach that includes:

    • Investment & Portfolio Management
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Education Planning
    • Cash Management & Lending
    • Insurance
    • Corporate & Executive Services
    • Qualified Plan Consulting
    • Trust Services

  • Included in the fee is any service listed under the question above or on the services page. Most trading costs, commissions, loads, and markups are waived.

  • There are two primary ways for advisors to be compensated: fee-based and transaction based. Fee-based, is calculated off a percentage of the assets under management. Most of our clients are in fee-based relationships. If a fee-based account decrease in value, so does our compensation, ensuring we are acting in client's best interest helping them grow. The Gamez Adams Group offers an industry competitive tiered advisory fee schedule.

Speak to a Professional

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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