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Chad W. Golseth Headshot

Chad W. Golseth - President

Chad W. Golseth is a 20-year veteran financial advisor and former branch manager at two major brokerage firms. He holds a state-regulated license to sell insurance products as well as several securities licenses to provide investment products and services. Chad advises his clients on many financial topics, such as how to reduce taxes, diversify their portfolios using asset allocation models to minimize risk, create more retirement income and maximize Social Security benefits. Chad is dedicated to provide a strong financial future for his clients and proud to offer exceptional customer service while creating unique financial plans. He and his wife Maria live in Colleyville, Texas and have five children, two dogs, and horses to keep them busy all year round.

Chad is a registered representative with TCM Securities, Inc. Member FINRA/SIPC, which allows him to offer securities through TCM and he is also an Investment Advisory representative with Retirement Wealth Adviosrs, Inc. which allows him to offer investment advice or manage investments for a fee.

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At Chadwick Financial, we specialize in the following services:

Asset Preservation
We offer a selection of investment vehicles that serve to provide market participation governed by an investment policy statement. This allows for assets to systematically minimize risk when market conditions indicate the onset of excess volatility.
Income Planning
This is the art of building an investment platform that serves to provide lifetime income that our clients can never outlive.
Tax Planning
We will evaluate your financial situation to minimize taxation while maximizing your income.
Long-Term Care
This includes a variety of services and supports to meet health or personal care needs over an extended period of time.
Estate Planning
Estate planning is one of the most important steps any person can take to make sure their final property and health care wishes are honored and that loved ones are provided for in their absence.
Life Insurance
The goal of life insurance is to provide a measure of financial security for your family after you die. This can be a critical piece in the estate planning process.
IRA Legacy Planning
Our IRA legacy planning will effectively transfer one of life’s biggest assets with minimal negative affect to the chosen beneficiaries.
Trusts
Chadwick Financial strives to help clients understand the benefits of different kinds of trusts that can impact transfer of wealth.

Chadwick Financial provides a unique portfolio monitoring service devised to guard you from unexpected market downturns. AssetLock™ works with your advisor to monitor your accounts and alert you and your advisor if you fall below a predetermined point.

With AssetLock™, Chadwick Financial can deliver added peace of mind by taking the uncertainty out of investing.

Learn more about AssetLock™

Fill out your information to learn more about AssetLock™

AssetLock™ is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per clients pre-determined risk tolerance. However, it is not an actual stop loss and may not automatically sell the portfolio securities. Chadwick Financial uses the AssetLock™ Value to discuss if the client/s would like to liquidate the portfolio and move the assets. The clients have the options change assets into cash, reset the AssetLock™ percentage, or reallocate to a different risk profile. Making investments involves risk, including the possibility of lost principal. AssetLock™ cannot guarantee performance. Also, past performance is not indicative of future results.

Primary Address

2128 Parkwood Dr
Bedford, TX 76021

Denton Office

Greenbelt Business Park
5101 E. University Drive
Denton Texas 76208

Dallas Office

Mockingbird Station
Executive Office Suites
(Twin Sixties Tower)
6060 N. Central Expwy
Suite 500
Dallas, Texas 75206

Lake Charles, LA Office

2000 Lake Street
Lake Charles, LA 70603

P: (817) 553-2480
C: (817) 733-2130
F: (817) 553-2482

E: chad@chadwickfinancial.net