Adam Rudolph_Temporary v2

Adam Rudolph, CFP®

Associate Wealth Advisor

Adam merges his passion for finance and investments with his desire to help people and build relationships in his role at SWP.

Adam works closely with SWP wealth advisors and financial planners to support clients’ day-to-day needs, as well as their long-term plans. His objective is to ensure that clients’ investment strategies are in line with a client’s unique needs and goals. Adam firmly believes in SWP’s philosophy that planning drives the investment process and that each client is an individual and thus requires a completely new and unique approach.

Prior to joining SWP, Adam worked as an associate at Gresham Partners and as a senior financial planner at Balasa Dinverno Foltz LLC. Adam builds upon these experiences in his role at SWP. Additionally, he is a member of the Chicago Estate Planning Council.

Outside of work, Adam enjoys spending time with family and friends, exploring the Chicago music scene, cheering on the Wisconsin Badgers, and fishing.

Favorite Quote

“Challenges are what make life interesting; overcoming them is what makes life meaningful.” – Joshua J. Marine

Written by Adam

Five Year-End Tax Strategies for 2020

Making Lemonade Out of Lemons: Three Things You Can Control When Markets Are Volatile

Five Year-End Tax Planning Strategies

In Case of Emergency: Preparing for the Unexpected

Leadership & Community

Chicago House – Associate Board Member

Chicago Estate Planning Council

Education

Bachelor of Business Administration, University of Wisconsin Madison

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Recent Webinars

A Few Things to Do… While Staying the Course

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Matthew Cox

Operations Associate

Jenny Jesse

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Toni Bregenzer

Risk and Compliance Manager

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lee Ford

Information Technology Manager

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Christina Cartes

Operations Associate

Lauren Ross

Manager of Investment Operations

Joseph Thompson

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Cory Rappaport, CPA

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Michele Turner

Client Service Administrator

Merrick Singer

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Wendy Sabul-Mintzer

Operations Associate

Brian Wendt

Co-Manager, Client Service