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Adam Roberts

Adam Roberts

Private Wealth Advisor

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.

 

Investment advice offered through Strategic Wealth Advisors Group, LLC., a registered investment advisor. Strategic Wealth Advisors Group, LLC. Potentia Wealth, and Potentia are separate entities.

Meet the rest of our team

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.