Time to do great things

Start planning your future now

Three people in office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Chad Henry, CFP®, AAMS®, AIF®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Born and raised in Illinois, Chad attended Western Illinois University where he graduated Cum Laude with a Bachelor of Science degree in 1997.  He then went on to study at DePaul University and earned his CERTIFIED FINANCIAL PLANNER PROFESIONAL™ designation. 

For 20+ years, he has served as an advisor and financial coach to wealthy families, retirees & professionals. Chad has been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategies and processes. As a lifelong learner of all things financial planning, Chad regularly participates in webinars, attends conferences and reads.  

Hard work was instilled growing up helping his dad and grandfather on their multigenerational family farm.  His first foray into entrepreneurship was at age 9 when he delivered two newspaper routes, before & after school for several years.  His Christian beliefs and midwestern upbringing are the cornerstones to his core values and work ethic.     

Chad and his team specializes in advising wealthy clients and their families with regard to their entire financial picture.  He and the team leverage the deep resources of UBS while developing a comprehensive understanding of the client's needs and objectives. His diverse team focuses on their shared mission to help wealthy investors by working within a “family office” approach that includes collaboration with your CPA, attorney, and other consultants in the process to create a cohesive team focused on YOUR SUCCESS.  You benefit from utilizing the resources of a global wealth management firm while enjoying a boutique relationship tailored to you!

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • ND
  • NV
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • WI

Education

  • B.S. Cum Laude, Western Illinois University, 1994 - 1997
  • Financial Planning Certificate, DePaul University, 2004 - 2007

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Asset Management Specialist
  • Accredited Investment Fiduciary® Designee

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Business Owners
Professionals
Family Offices
Estate planning strategies
Philanthropy
Custom portfolios
Executive compensation
47 E Chicago Ave
Suite 324
Naperville, IL 60540
  • (630) 753-1277

Email Me

  • Kaitlyn

    Kaitlyn Paschke

    Client Associate

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      Kaitlyn graduated in 2017 from North Central College in Naperville with her Bachelor of Arts degree in English with journalism and art emphases. With a background of working in the financial services industry during summers in high school and college, Kaitlyn joined a team at Ameriprise in 2018 as a social media intern. She became more interested in the client service side of the business during this period and after six months, Kaitlyn was promoted to a full-time administrative assistant. During her time there, Kaitlyn was able to begin honing her skills in finance covering all daily duties for six advisors and over 2,000 clients.

      Kaitlyn left Ameriprise to join Chad Henry at ForthRight Wealth Management, a UBS Financial Services team, in March 2022 as a client service associate and is excited to continue her journey helping clients. She truly enjoys the opportunity to work with Chad and their clients as she continues to flourish in the her career within the financial services industry. 

      When she is not at work, Kaitlyn enjoys spending time with her family and friends, writing, music, traveling, photography, and going to concerts. 

            One Tower Lane
            Oakbrook Terrace Tower, Suite 1700
            Oakbrook Terrace, IL 60181

          Focus on liquidity management

          Accessing resources. Delivering solutions.

          Accessing resources. Delivering solutions.

          Our Process

          Our Process

          A way forward

          Understanding your life, your wealth and what you want to accomplish.

          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

          Let's talk about how we can help you plan for the life you want

          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

          Backed by the strength of UBS

          A global leader in wealth management

          #1

          Global Equity Research 

          Institutional Investor, 2021 Global Rankings

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 12/31/2022