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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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Unlocking Potential: The Power of Business Peer Groups

John Monahan - Vistage
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The Importance of Real Estate Appraisals

Steve Mitchell - Cape Fear REALTORS®
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Conversations to Contracts Driving Productivity to the Local Workforce

Girard Newkirk - Genesis Block

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In The Current Issue

Fallout From Natural Disasters, Pandemic Puts Strain On Insurance Companies, Consumers

New arrivals to the North Carolina coast are often pleased with the amount of house they can buy here from the proceeds of their home in lar...


Born To Create Affordable Housing

The competition is stiff, and the work is hard, but Stephanie Norris wouldn’t give up her job for anything....


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