David Kastner, CFP^®

Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals.

At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER^™ practitioners (CFPs^®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.

We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.

What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.

Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.

At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.

Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.

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