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OUR STORY

Our journey began over 30 years ago as Adams & Associates, founded by the highly respected General Agent Jeffrey Adams in Mobile, Alabama. In 2012, after Mr. Adams retired due to illness, we transformed into Strategic Wealth Specialists under the leadership of Christopher Roussel. Since then, we've seen significant growth, expanding our team and opening new offices. Today, we have a presence in multiple locations with over 100 Financial Professionals. Our mission is to provide 'light and truth' in personal and business finances, using innovative tools like The Living Balance Sheet® to help clients achieve financial independence and confidence. We're committed to serving and empowering our clients, continuing to grow our resources and reach for their benefit.

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