Wealth Advisor
Chad Leatherwood, CFP® is an independent wealth advisor with over 20 of years of experience. He works with a select group of families and business owners throughout Southwest Florida. Chad focuses on helping retirees and those preparing to retire manage their resources, protect their wealth and maintain their lifestyle.
As a CERTIFIED FINANCIAL PLANNERTM professional, Chad Leatherwood has met the rigorous requirements necessary to hold this prestigious certification, representing a high level of competency, ethics, and professionalism. Attainment included completing an approved, college level, comprehensive course of study and passing the challenging CFP® Certification Exam.
With extensive experience in investment management and comprehensive wealth planning, Chad enjoys the collaborative environment here at Summit Wealth Partners in addressing the most challenging wealth management issues. Chad is the founder of Signature Financial Strategies, LLC, where along with the resources and capabilities of Summit Wealth Partners, LLC, he fully addresses the financial planning, investment management and wealth protection needs of the clients he serves.
Outside of his professional work, Chad can often be found spending time with his lovely wife Wendi and their two children. Chad enjoys experiencing unique food, reading, working out, and saltwater fishing.
Recent Articles by Chad Leatherwood
-
How To Thrive in Turbulent Markets
An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in turbulent markets.
-
Product vs. Process Approach:
Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers.
-
Long-Term Investing Truths
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies.
-
The Retirement Risk Zone
The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure.
-
Navigating the Retirement Risk Zone: How to Avoid Running Out of Money, Part 2
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of negative returns early in your retirement while you are making withdrawals can have a devastating effect on your portfolio’s ability to last through your retirement.
