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Chad Pearson

Senior Vice President - Wealth Management Financial Advisor, UBS Decision Point Wealth Consulting
BIO

Chad Pearson, CFP®, CEPA, CPWA® leads Decision Point Wealth Consulting in providing wealth management and succession strategies for small business owners and their families. In addition to the Certified Financial Planner Professio  

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Financial
Sep 22, 2021

The Three Dimensions Of Selling Your Business

With our team of Certified Exit Planning Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, Chad Pearson, Donis Smith and Jillian Dempsey,  as well as access to the resources of UBS, ...

Financial
Jul 9, 2021

Planning Towards A Smooth Transition: Eight Steps For A Business Transition

As a business owner, you’ve worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most compl ...

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SPONSORS' CONTENT
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Professional Development Ensures Positive Client Experiences

Ea Ruth - Cape Fear REALTORS®
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The Three Dimensions Of Selling Your Business

Chad Pearson - UBS Decision Point Wealth Consulting
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Intentional -- Planning Your Remarkable Year

Heather McWhorter - UNCW Center for Innovation and Entrepreneurship

Trending News

Local Manufacturer Expands Production Offerings

Staff Reports - Jan 13, 2023

Consultant: How Brokers, Economic Developers Can Work Together To Lure New Jobs

Staff Reports - Jan 13, 2023

In The Current Issue

2023: A Look Ahead

While economic factors such as inflation and interest rate changes are expected to impact several sectors in the Wilmington area this year,...


Banking Industry Watchers Predict 2023 Trends

Bankers and financial advisers may have slightly different perspectives on what 2023 may bring, but taken together, they paint a diverse pic...


Wilmington's Slim Local Capital Market

“You might have a company that has been talked about or created even here in Wilmington,” said Mayor Bill Saffo, “but those individuals are...

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2022 Power Breakfast: Wilmington's Most Intriguing People - Spence Broadhurst & Hannah Gage
2022 Power Breakfast: Wilmington's Most Intriguing People - George Taylor
2022 Power Breakfast: Wilmington's Most Intriguing People - Mike Ford
2022 Power Breakfast: Wilmington's Most Intriguing People - Meaghan Dennison
2022 Power Breakfast: Wilmington's Most Intriguing People - Rhonda Bellamy