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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 help them 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 helping 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 World Equity Group, Inc. (WEG), Member FINRA/SIPC, which allows him to offer securities through WEG, Inc. 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.
Chadwick Financial provides a unique portfolio monitoring service devised to help guard you from unexpected market downturns. WealthGuard™ works with your advisor to monitor your accounts and alert you and your advisor if you fall below a predetermined point.
With WealthGuard™, Chadwick Financial can deliver added peace of mind by helping make investing less uncertain.
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2128 Parkwood Dr
Bedford, TX 76021
P: (817) 553-2480
C: (817) 733-2130
F: (817) 553-2482