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.
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.
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We believe that growing and preserving capital is a byproduct of successful investing, not the goal. We believe in intellectual honesty and practice what can be defined as "Evidence Based Investing." Everyone has ideas, and while all ideas are created equal (in theory), not all ideas are equal (in reality).
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 related to anti-human trafficking.
The term "fiduciary" is foreign to some and is beginning to confuse others due to how loosely certain sides of the financial services industry are beginning to use it. Clear and simple, a fiduciary is someone who is in a position that legally requires them to put the interests of someone else ahead of their own.
Change Wealth Advisors follows a 4-step process to work with you, your family, and/or your organization to determine the best path to success. We use this method to paint the big picture and refine it from there. Each step is designed to uncover and determine what is best for the client at each following step.
Change Wealth Advisors is a "fee-only" fiduciary advisor. Our only form of compensation related to investments comes from the management fee our client-partners pay us based on the assets that we manage called "AUM." We have no soft-dollar arrangements, no corporate incentives, no back-end payments from mutual fund companies, no commissions that we earn, and no conflicts of interest.
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