Our journey began over 30 years ago in Mobile, Alabama, as Adams & Associates, founded by the esteemed General Agent Jeffrey Adams. In 2012, following Mr. Adams' retirement due to illness, we rebranded as Strategic Wealth Specialists under the visionary leadership of Christopher Roussel. Since then, we've experienced remarkable growth, expanding our team and opening new offices.

Today, Strategic Wealth Specialists boasts a presence in multiple locations with over 100 dedicated Financial Professionals. Our mission is to illuminate and guide personal and business finances, providing clarity and confidence through innovative tools like The Living Balance Sheet®. We are committed to empowering our clients, continually enhancing our resources and reach to serve their interests.