Our Process

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. We have found that taking this approach aides in the understanding and necessary transition from qualitative values to quantitative values, and keeps everyone focused on what is most important. While each level dictates what is best for the level beneath it, each level supports the one immediately above it. We have found that when used, this approach creates a highly satisfying client experience and positions everyone for success.

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.