CMA Wealth Management, led by Craig M. Adams, CFP®, is a financial advisory firm that helps individuals, families, and business owners navigate important financial decisions. The firm emphasizes open communication, transparency, education, and lasting client relationships, offering guidance on financial markets, tax considerations, and financial and estate planning.

Its services include customized investment management, with portfolios shaped by clients’ goals, time horizons, risk tolerance, and tax circumstances. The firm also provides financial and wealth management planning, including tailored advice for affluent clients and high-net-worth families. Retirement planning addresses income strategies, portfolio withdrawals, Roth conversions, and account distributions. Tax planning aims to manage tax exposure in coordination with clients’ tax professionals, while estate planning focuses on documenting wishes and coordinating wealth transfers with estate planning attorneys.

CMA Wealth Management also helps clients assess and manage risks to protect assets and income, and advises organizations on employee benefits. Its philanthropy services help align charitable giving with personal values and financial goals.