Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across cash, equities, fixed income, mutual funds, and ETFs.

James Rudwall is a financial advisor at Rudwall Wealth Management LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with his current firm since 2016, following a brief tenure at Insight Securities, Inc. Rudwall is a member of Kappa Beta Phi, a fraternal society for financial professionals. Rudwall Wealth Management LLC serves a small client base including individuals, trusts, and charitable organizations by providing investment advisory, portfolio management, and wealth management services. The firm emphasizes tailored portfolios based on fundamental analysis and long-term investment strategies, utilizing equities, fixed income, mutual funds, ETFs, and third-party managers.

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.