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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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In The Current Issue

Funding A Food Oasis: Long-awaited Grocery Store Gains Momentum

With millions in committed funding from New Hanover County and the New Hanover Community Endowment, along with a land donation from the city...


Taking Marine Science On The Road

“My mission and my goal is to take my love of marine science, marine ecosystem and coastal ecosystems and bring that to students and teacher...


Bootstrapping A Remote Option

Michelle Penczak, who lives in Pender County, built her own solution with Squared Away, her company that now employs over 400 virtual assist...

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