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Qualified Financial Advisors in Kenai, Alaska
Financial Advisor Office Location Phone Number
Adam Sikorski
AIF®
Change Wealth Advisors
2430 Copperwood Dr.,
Anchorage, AK  99516
907-202-2105

Information on Qualified Financial Advisors in Kenai

Qualifications CRD# 4715258
FirmCRD# 172613
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 2430 Copperwood Dr.,
Anchorage,
AK 
99516
Phone Number 907-202-2105

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.

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!



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?