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#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
You're an executive juggling multiple priories to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success and inform your financial decision-making today, tomorrow and for future generations.
Senior Vice President–Wealth Management
"Over the years I have seen close friends and clients spend half their lives creating a successful business only to fail due to improperly planning their exit strategy. Helping a business owner and their families realize the potential of what they have created is my passion."
Chad Pearson leads Decision Point Wealth Consulting in providing wealth management and succession strategies for small business owners and their families.
He began his finance career with Merrill Lynch in NYC in 1992, after attending UNC-Chapel Hill's Business School and the University of Manchester, UK. Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2004, became a Certified Exit Planning Advisor (CEPA) in 2018 and a Certified Private Wealth Advisor in 2019. Chad assists clients in integrating an exit strategy into the individual and financial goals of the business owner, while focusing on the components of maximizing business value and worth, individual financial planning, and life after business.
Chad currently serves on the board of First Tee. He is a past board member of the Landfall Foundation Board and the NHRMC Foundation Board. He enjoys golfing, traveling, fishing, and is a private pilot. Of the 22 countries Chad has traveled to, his favorite destination has been Italy because of the people and the unique culture. Chad lives in Wilmington, NC with his wife April and children Megan and Anna-Hayes.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Senior Vice President–Wealth Management
"Over the years I have seen close friends and clients spend half their lives creating a successful business only to fail due to improperly planning their exit strategy. Helping a business owner and their families realize the potential of what they have created is my passion."
Chad Pearson leads Decision Point Wealth Consulting in providing wealth management and succession strategies for small business owners and their families.
He began his finance career with Merrill Lynch in NYC in 1992, after attending UNC-Chapel Hill's Business School and the University of Manchester, UK. Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2004, became a Certified Exit Planning Advisor (CEPA) in 2018 and a Certified Private Wealth Advisor in 2019. Chad assists clients in integrating an exit strategy into the individual and financial goals of the business owner, while focusing on the components of maximizing business value and worth, individual financial planning, and life after business.
Chad currently serves on the board of First Tee. He is a past board member of the Landfall Foundation Board and the NHRMC Foundation Board. He enjoys golfing, traveling, fishing, and is a private pilot. Of the 22 countries Chad has traveled to, his favorite destination has been Italy because of the people and the unique culture. Chad lives in Wilmington, NC with his wife April and children Megan and Anna-Hayes.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022
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