Chad Warrick is Co-President & CEO of Summit Wealth Partners, LLC, committed to providing comprehensive financial advice to his clients. Summit Wealth Partners, LLC has helped high net worth individuals and families manage their full financial picture for over 30 years. The firm consists of 10 Financial Advisors and a team of licensed support staff, each with niche specialties contributing to complex financial planning strategies.
Originally from Pennsylvania, Chad’s parents moved their family to South Florida, where he spent his childhood. Chad later moved to DeLand, Florida where he pursed a degree in Finance from Stetson University. However, it was Stetson’s prestigious and highly selective and competitive Roland George Investment Program that fueled his desire for a career in investment research and portfolio management.
With nearly 25 years of experience, his services include investment portfolio construction, advanced retirement planning concepts, defined contribution plans, as well as advisor support and consulting. Chad also provides multi-faceted consulting services to his business clients, which includes planning for transitions, succession, key person insurance, and overall business strategy planning.
Chad’s focus is on providing unbiased, evidence-based advice with transparent reporting and optimal disclosure. His fiduciary approach to always place clients in a better position has kept generations of families seeking his services. “ A Relationship Beyond Investing”
When he is not helping clients, you can find Chad enjoying the great outdoors. He enjoys saltwater fishing, hiking, hunting, and woodworking. Forever a family man, Chad and his wife Jessica remain busy keeping up with their four children. Between baseball, basketball, acting classes, and visits to the local bookstore and vinyl shops – their family time keeps them young and active.
