Skip to main content
Adam Roberts

Adam Roberts

Private Wealth Advisor & LPL Registered Representative

I have experienced firsthand the impact that wealth and planning can have in families and individuals, both personally and in my career, and am familiar with the uncertainty that comes from a lack of a solid financial plan.

Having a financial plan to shift as you go through life – emerging from college, changing jobs, growing a family, approaching retirement – can be a comfort. In fact, my family benefited from an inheritance that would impact our life for generations to come. This was the catalyst that thrust me into wealth management and in part, why I love helping clients.

Working alongside CEO Kevin Swanson over the past few years has been a pleasure. Working with client families to create a plan to pursue their financial goals is both gratifying and exciting – the look of relief on their faces when we address their challenges head on is powerful.

In my role as a Private Wealth Advisor, I work to help families create a custom financial and investment plan, help them to address specific needs and concerns, facilitate documentation and financial planning – and work on anything that touches their financial lives.  Whether you need a review of your accounts, are making a shift to your plan, or merely need a market perspective, I am always available to you.

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet the rest of our team

We're here to help.

We have a team of family financial professionals with a range of life experiences to help you make progress toward your goals. Let's connect.