- Blaine Area
- Financial Planning
As a Financial Advisor with Corestone Wealth Management I manage more than just investments. I help mitigate tax exposure, create sustainable income, protect households and help people keep more of what they have worked so hard to earn. My specialty is simplifying the complex. My passion is financial literacy and education. My mission is to create financial independence for people so they can live the life they imagined. Will you join me?
“Chad is always looking for a creative way to collaborate with local businesses. He provides a clear message that takes the brain straining out of financial literacy.”
Samantha Peluso Wright
Garage Doors Plus LLC
“I love Chad's perspective on financial planning! He offers sound, easy to understand solutions to every situation and works with you every step of the way to help you reach your goals. ”
Kristin Gallatin
Savvy Properties LLC