Business Philosophy

Guiding 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 community in an endeavor to have a measurably positive impact in our community and to be a model for others. Our belief in putting the interests of our clients and our community first is an underlying core value and business practice.

Vision

To change the lives of those we interact with for the better, to create purpose in the lives of our partners, clients, 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 dedicate our resources to those less fortunate.

Core Cultural Values

- Serve Others Above Serving Oneself

- Be Honest & Transparent

- Be Intellectual

- Think Creatively

- Think Strategically

- Be Undeniable & Relentless With These Values

Advisory services offered through Change Wealth Advisors, LLC; an Alaska registered investment advisor.

Change 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. For additional information, please contact Adam Sikorski at 907-202-2105.