Chad Wight Email & Phone Number

You deserve someone who knows the financial world but is even more interested in yours. That's where I believe financial planning and partnership begins, and the result is building your life, not simply your net worth. This is why I am helping people live a life well-planned to enjoy a life more valuable. My inclusive and compelling approach is based on the belief that you deserve a partner who will......help you simplify your life with understandable and controllable financial inputs....help you gain perspective and make smart choices about how to utilize your wealth....help you manage your behavior and avoid costly mistakes....help you make adjustments as life changes, with empathy and knowledge....help you benefit from readily accessible information and thought leadership. As a former educator and coach now with the K.W.P. team, I am committed to your financial confidence amidst the noise, finding solutions among uncertainty, and caring for what you value most. My vocational background is diverse (Higher Ed-22yrs; Coaching-18yrs; Non-profit entreprenuership-9yrs), and my leadership experience extensive.Specialties: wealth management strategies, teaching, coaching, public speaking[Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services, Inc. Kapteyn Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section]

Listed skills include Investments, Retirement Planning, Wealth Management Services, Leadership, and 9 others.