Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management

Kyle Rudduck Joins Compound as Principal Wealth Advisor

2 MIN READ27 JUL 2023
Company

FOR IMMEDIATE RELEASE

CINCINNATI, OHIO – 07.27.2023

Compound Planning (formerly known as Alternativ Wealth) – a next-generation wealth management company with over $600 million in assets under management – has announced the addition of Kyle Rudduck, CFA®, CFP® as Principal Wealth Advisor.

Alternativ Wealth purpose built its team, expertise, and resources to serve next-generation clients who want a more innovative approach to wealth management.

“We can hire world-class wealth managers like Kyle because of our unique combination of technology and talent,” said Alternativ Wealth CEO Christian Haigh. “We are delighted to have Kyle join Alternativ Wealth as a Principal Wealth Advisor and look forward to the enormous contributions he will make to our growing firm.”

As a trusted advisor to his clients, Kyle likens his role to that of a personal CFO, helping them achieve financial freedom so they can focus on the truly meaningful things in life. Kyle is also an active member of his local community, currently serving on the boards of Southern State Community College and the Clinton County Joint Recreation District. He also serves as Clinton County's treasurer.

“With more than 15 years' experience in wealth management, including business valuation, I have gained the knowledge and perspective necessary to assist clients with their financial and life-planning needs," said Kyle Rudduck. “I joined this incredible team because I know Alternativ Wealth is the right choice for successful founders, executives, business owners, and professionals.”

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