Sam Chadick, Wealth Management Advisor at The Roth Companies, Inc., works with individuals, families and business owner clients to understand their personal and financial goals and provides customized solutions through investments, estate planning, insurance, tax, risk management, philanthropy and wealth transfer to address their complex needs. In addition, Sam is a portfolio manager for the firm and is responsible for a wide range of investment advisory services. In this role, Sam helps devise and implement investment strategies and processes to meet clients’ objectives, conducts due diligence on investment managers and strategies, and monitors portfolio performance and overall market trends to support actions of the investment committee. Sam develops and maintains close relationships with clients to ensure financial planning initiatives and investment actions remain aligned with clients’ goals.
Prior to becoming a wealth management advisor, Sam served as an investment and portfolio analyst for The Roth Companies, Inc., where he analyzed investment manager and strategy performance and performed deep-dive industry and company research to support investment committee actions.
Sam received a Bachelor of Arts with a concentration in Finance from the University of Kansas. Previously, he studied at Kansas State University, where he was a NCAA DI athlete on the baseball team. Sam is active in the community and serves as a volunteer with both Harvesters and the Salvation Army. Outside of the office, Sam enjoys golfing, the outdoors, and spending time with family and friends.