wiseradvisor

Adam Sikorski, AIF®
Change Wealth Advisors

Tel: 907-202-2105
2430 Copperwood Dr.
Anchorage, AK 99516

A Personalized Approach to Evidence Based Wealth Management

Change Wealth Advisors | Financial Advisor in Anchorage ,AK

About Change Wealth Advisors

Change Wealth Advisors was founded upon the idea of being truly impactful by serving those we work with as well as those less fortunate. As an investment fiduciary, Change Wealth Advisors is legally bound and committed to serving the best interests of our clients above all else. As responsible citizens, we are committed to serving our respective communities in an endeavor to have a measurably positive impact in the lives of the people who surround us, and to be a model for others. Our belief in putting the interests of our clients and our community first is more than underlying core value and business practice. It's something we live!


General Information

Firm Start Year:   2018
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab & TD Ameritrade
States Licensed in:   AK, NV, CA, CO
Number of Years with Current Firm:   3
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors


Services

Investment Types:   Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care


Firm Information

Firm's Number of Clients:   100
Assets Managed by Firm:   $60,000,000
Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Assets Managed by Advisor:   $30,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.95%


Board Positions

Organization:  Anchorage East Rotary  Anchorage
Position :  Special Events Chair
Duration :  07/2018-Currently holding

Organization:  Anchorage Chamber of Commerce  Anchorage
Position :  YPG Treasurer
Duration :  07/2017-07/2019


Education

BS - Business Administration - Economics  University of Nevada - Reno
08/1998-05/2003




Disclaimer

Advisory services offered through Private Client Wealth Advisors, LLC; a Colorado registered investment advisor. Private Client Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Adam Sikorski at 907-202-2105.

Adam Sikorski

Adam Sikorski

AIF®

Adam Sikorski is the Founding Partner of Change Wealth Advisors and a partner at Private Client Wealth Advisors, LLC. He directs and supports the growing team at CWA, designs and manages the investment portfolios used for the firm's clients, and leads the philanthropic efforts.

Born and raised in Soldotna, AK, Adam took an interest in the principles of investing at a young age. In 1992, at the age of 12 he began his journey into the world of investing when he used his savings to purchase his first group of mutual funds and began studying the financial markets. By the age of 15 he decided that working in wealth management was the career for him and he has maintained that track ever since. At 17 he left home to study at the University of Nevada, Reno where he obtained his BS in Business in 2003, majoring in Economics. His professional career in financial services began a few months later when he was hired as a Financial Advisor at Morgan Stanley.

Driven by a desire to change lives for the better, Adam works closely with his clients to develop a plan-based and evidence driven approach to determining what is best for their finances and their story. He has been honing his professional craft since 2003 and enjoys seeing the positive impact in the lives of the people and organizations he works in partnership with.

In his spare time, Adam can be found exploring the outdoors of Alaska with his his dog Bauer, who was affectionately named after his hockey skates.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 7:00 PM