Adam Rolewicz, managing partner of Opus Private Client, LLC, has been helping individuals and families improve their financial futures for over 18 years.
Adam uses a consultative approach to educate and empower his clients to make decisions and develop a smooth, actionable plan forward. Using his background in physics and mathematics, Adam loves applying his problem-solving skills to improve financial outcomes.
Very early in his career, Adam had the unique opportunity to mentor under several highly established advisors. In this role, he was responsible for deconstructing many complex financial products and strategies and then communicating the details in an easily understood format. This in-depth technical experience gave Adam a rare and practical knowledge base that continues to benefit his clients today.
By focusing on mathematically verifiable strategies without losing sight of the emotional relationship people have with their wealth, Adam plays an objective, but very supportive, role in his clients’ lives. Over the years, he has helped over 1,000 families and businesses.
Adam joined Opus in 2001 after graduating from Colby College in Waterville, Maine, with a major in physics. He also played football throughout college and understands the critical importance of being part of a team you can rely on.
Coming full circle, Adam is now an active mentor to newer Opus Private Client, LLC, associates and shares his knowledge freely. Adam holds a Series 6, 7, 63, and 65 FINRA registration.
He lives with this wife, Heidi, and their two children in Ridgefield, Connecticut, where they enjoy an active lifestyle and all the fun challenges of raising two busy children. Adam spends downtime in his woodshop and playing with his kids.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0E52827