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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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What Will Your Family Really Inherit?

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The Advocate You Never Knew You'd Need

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Before Your Child Heads to College: Estate Planning Documents Every North Carolina Parent Should Consider

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In The Current Issue

Soda Pop District Brims With Potential

The expanding footprints of Perennial Harbor and Blossom Bay are among the latest examples of growth in the Soda Pop District, which stretch...


Private Clubs Cater To Social Sports

One of the clubs in Wilmington has 11 indoor pickleball courts, four covered, lighted outdoor courts, two new clay tennis courts, an outdoor...


Inventory, Discernment In Luxury Market

At $1 million and above, buyers have more choices than they did during the pandemic-era market, and they have more time to make decisions, a...

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