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® - Wealth Advisor & Founding Partner
Adam Sikorski is the Founder of Change Wealth Advisors, the director of the Change Wealth team at PCWA, and a partner at Private Client 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 a more extended version, please visit the "Team Bio" section from the drop down menu above, or click here.
Rush "Barry" Steelman, AIF® - Wealth Advisor & Partner
Barry Steelman, AIF, is the Founder and Principal of Private Client Wealth Advisors, LLC, a registered investment advisory firm based in Denver, Colorado.
Barry is a firm believer in serving his clients by putting their interests first. He is an advocate for his clients and their success and works diligently for them. He loves spending time with his family and is a fan of light blue neck ties.
For the extended version, please visit the "Team Bio" section from the drop down menu above, or click here.
Thomas Klein - Wealth Advisor
Thomas Klein is a Wealth Advisor at Change Wealth Advisors and a Financial Advisor & Client Advocate at Private Client 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 12 degree weather.
For the extended version, please visit the "Team Bio" section from the drop down menu above, or click here.
Bauer - Chief Tail Wagger, Relationship Enthusiast, & Financial Blogger
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.
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.
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, which can be accessed from the menu bar above under the section titled "Geeking Out With CWA," or by clicking here.