Change Wealth Advisors
- A Personalized Approach to Evidence-Based Wealth Management -
- Fiduciary -
- Community Focused -
Change Wealth Advisors
- A Personalized Approach to Evidence-Based Wealth Management -
- Fiduciary -
- Community Focused -
About Us
Business Philosophy
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!
Vision
To change the lives we interact with for the better, to create purpose in the lives of our clients, partners, and those we serve, and to be a light by always doing what is best for our clients and community.
Mission
To provide honest and transparent wealth management that is held to the highest standard of care, and to be a light in our communities by partnering with organizations that fight human trafficking and dedicating our resources to them.
Meet Your Team
Adam Sikorski, AIF® - Founder
Adam Sikorski is the Founder of Change Wealth Advisors, LLC.
His journey into the world of investing began in 1992 at the age of 12 and he has stayed on that path ever since. As an Investment Fiduciary and Independent Wealth Advisor he believes in taking a comprehensive approach to serving his clients and positioning them to achieve success. He is driven by serving others and has a deep passion for serving his community. He loves the outdoors, adventure, and is an artist in the kitchen.
That's the short version. For the extended story, please visit the "Team Bio" section by clicking here.
Want to connect? Schedule some time to speak with me at www.schedule-adam.com
Thomas Klein - Wealth Advisor
Thomas Klein is a Wealth Advisor at Change Wealth Advisors, LLC.
Thomas first took an interest in wealth management during the 2008 financial crisis. He is driven by an innate curiosity and insatiable appetite to learn, exploring every facet until he understands every how and why.
He enjoys discussing with client’s their values, vision, and goals, creating a path to get them there, and helping them along the way to success. He's also quite fond of photo shoots in sub-zero weather.
That's the short version. For the extended story, please visit the "Team Bio" section by clicking here.
Want to connect? Schedule some time to speak with me at www.schedule-thomas.com
Talisa Rodrigues - Financial Coach
Talisa Rodrigues is the founder of Blueprint Financial and a strategically partnered Financial Coach at Change Wealth Advisors, LLC, officially joining the team in 2025.
Having spent most of her life in Alaska, Talisa earned both her Bachelor’s and Master’s degrees from the University of Alaska Anchorage. Her graduate thesis focused on maximizing Social Security income for couples, reflecting her deep interest in helping people make the most of their financial opportunities.
Having seen the power of focused financial discipline in her own life and the generational change it can make, Talisa has developed a passion for providing a personalized approach to financial coaching to the people she serves.
When she isn’t buried in spreadsheets, she can be found wrangling her kids, riding bikes with them, and coaching team sports.
That’s the short version. For the extended story, please visit the “Team Bio” section by clicking here.
Bauer (CEO) - Canine Executive Officer
Bauer was born in Keystone, SD but 8 weeks later he left his family behind to pursue a promising life in the Last Frontier. With little more in his pocket than a small bag of puppy chow and a valid form of ID, he journeyed "North To the Future," determined to make a name for himself. He soon met Adam and the two hit it off immediately. It wasn't long before he became recognized for his signature tail wag and relentless desire to play. He has certainly made a name for himself in the Last Frontier, and it is undeniable that he has made his mark (on every tree... and every mailbox).
As a relentless enthusiast and people lover, Bauer has become a valuable member of the team at CWA. Surrounded by adventure and the world of finance for nearly his entire life, Bauer has quickly learned about various aspects of risk-reward and how to invest in a way that ensures a full belly and an occasional treat.
Between his regal look and jovial nature, it is no wonder that Bauer has become one of the reasons people choose to work with CWA. Suffice it to say, dog lovers are welcome here!
In addition to his relationship skills, Bauer has developed a well rounded understanding of the world of finance. You can read his unique perspective and market insight in his corner called the Dog Blog.
Annie - Assistant "to the" CEO
Like Bauer, Annie too was born in Keystone, SD. While not one of Bauer’s direct descendants, her family tree extends back to the same kennel so we don’t hold it against her. In similar fashion, she too left her family behind not knowing what the future held. While admittedly shy during the trip to her new home, she immediately came out of her shell and went from 0 to 100 the moment she saw Bauer… and she hasn’t calmed down since!
Despite being told that she was dialed back a notch compared to the others, Annie is anything but “dialed back.” Between her natural point, laser focus, impressive athleticism, and incredibly competitive nature, her diversified high drive profile would be best described as “Aggressive Growth.”
As a part-time addition to the CWA Canine Crew, her full-time tail wag and frequent air snaps ensure an office environment that is always entertaining. With ears that are too big for her and a lovable nature, it's no surprise that she’s already fully vested and quickly winning the hearts and minds of everyone she meets. The only thing she loves more than affection is water. The only thing she loves more than water is snow. And the only thing she loves more than snow is Bauer, who she looks at salaciously whenever she isn't stealing his toys. It's true, and it's highly inappropriate!