Chad Colbert CFA®, CFP®, MBA
Certified Financial Planner
A beneficial relationship
From helping his children with their homework to teaching part time at Clarkson University, Chad enjoys educating. And his approach to financial planning reflects that love. Instead of telling you what to do, Chad gives you a collaborative experience – sharing the knowledge and investment insight you need to make wise financial decisions. Then he will guide you through the implementation process of your decisions.
“I love to teach people about financial matters. I have found that when people are educated about their own financial situation they make better money decisions and my recommendations become a natural next step rather than a "sales pitch”.
The strength of Integrity
“If it were me in this situation what would I do?”
That is a question Chad asks himself about every person he meets with. As a native of Norwood NY, Chad loves northern NY and the people here and strongly desires to help them. “I love to help people, it gives a life purpose.”
Character comes from having the right set of priorities. With Chad family, faith and community will always come before personal gain. At Colbert Wealth Management your interests come first.
Give Chad a call today and let’s make a plan for your goals.
Helpful Content
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