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 new role at SWP.
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
Education
Bachelor of Business Administration, University of Wisconsin Madison
Professional Designations
CERTIFIED FINANCIAL PLANNER™
