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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
View all articles 
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.