Chad Weigl, NSSA® Advisor · Avon, OH
Chad Weigl
Senior Wealth Manager, JL Smith Holistic Wealth Management
Professional Profile
Chad Weigl is a distinguished Senior Wealth Manager at JL Smith Holistic Wealth Management, with over 12 years of dedicated experience in the heart of Ohio. Renowned for his expertise in holistic wealth management, Chad excels in crafting comprehensive financial retirement and legacy plans that seamlessly integrate investment strategies, tax planning, and legal considerations. His commitment to his clients is evidenced by his additional professional designations as a Certified Financial Fiduciary (CFF) and a Board of Personal Certification (BPC) holder, making him a trusted expert in the field.
As a holder of the NSSA® Social Security certification, Chad Weigl brings specialized knowledge of Social Security planning to every client relationship.
As a respected professional, Chad is not only a valuable resource for individuals and families looking to secure their financial futures, but also a knowledgeable advisor in navigating the complexities of Social Security benefits. His client-centric approach ensures that each plan is tailored to meet the unique needs and goals of those he serves.
When he’s not helping clients achieve their financial aspirations, Chad enjoys quality time with his wife and three young children, as well as socializing with friends and immersing himself in Ohio's vibrant sporting culture. Trust Chad Weigl to guide you through your wealth management journey with integrity, expertise, and a personal touch.
Disclosure
Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request.
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