Chad Colbert CFA®, CFP®, MBA
Certified Financial Planner
A beneficial relationship
From helping his children with their homework to teaching part time at Clarkson University, Chad enjoys educating. And his approach to financial planning reflects that love. Instead of telling you what to do, Chad gives you a collaborative experience – sharing the knowledge and investment insight you need to make wise financial decisions. Then he will guide you through the implementation process of your decisions.
“I love to teach people about financial matters. I have found that when people are educated about their own financial situation they make better money decisions and my recommendations become a natural next step rather than a "sales pitch”.
The strength of Integrity
“If it were me in this situation what would I do?”
That is a question Chad asks himself about every person he meets with. As a native of Norwood NY, Chad loves northern NY and the people here and strongly desires to help them. “I love to help people, it gives a life purpose.”
Character comes from having the right set of priorities. With Chad family, faith and community will always come before personal gain. At Colbert Wealth Management your interests come first.
Give Chad a call today and let’s make a plan for your goals.
Helpful Content
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
View all articles 
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.