Adam Chapman Wilson

Portfolio Manager-Equities at

Sugarloaf Wealth Management LLC

Consumer Services

Finance

Profile

Mr. Adam C.
Wilson is a Principal at Sugarloaf Wealth Management LLC.
He helps our clients with a variety of financial planning needs, especially estate planning, retirement planning, and risk management.
He also assists with alternative investments such as private equity, as well as commercial and residential real estate.
Before joining the firm, Mr. Wilson was an advisor with AXA Advisors in Atlanta.
He received his undergraduate degree in Finance from the University of Georgia.
Mr. Wilson is a Certified Financial Planner and has completed Oglethorpe University’s Certified Financial Planner Certificate Educational Program.
He is also a member of the Financial Planning Association.

Adam Chapman Wilson active positions

Companies	Position	Start
Sugarloaf Wealth Management LLC Sugarloaf Wealth Management LLC Investment ManagersFinance SWM provides advice and recommendations relating to mutual funds, exchange-traded funds (ETF), variable annuities, fixed income securities, options, and equities. The firm assists the client in constructing their initial asset allocation and subsequent maintenance. When analyzing investments that may be appropriate, they utilize outside research that uses Fundamental and Technical Analysis depending on the investment objective and strategy selected by the client.	Portfolio Manager-Equities	30/09/2003

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Private companies	2
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sugarloaf Wealth Management LLC Sugarloaf Wealth Management LLC Investment ManagersFinance SWM provides advice and recommendations relating to mutual funds, exchange-traded funds (ETF), variable annuities, fixed income securities, options, and equities. The firm assists the client in constructing their initial asset allocation and subsequent maintenance. When analyzing investments that may be appropriate, they utilize outside research that uses Fundamental and Technical Analysis depending on the investment objective and strategy selected by the client.	Finance

Private companies