Kools Wealth Management
Chad Michael Kools
Wealth Management Advisor|RICP®, WMCP®
Client Testimonial
Our experience with Chad Kools has been nothing but first-rate. Chad and his team combine professionalism with personal attention to provide true peace of mind for our future and that of our family. We appreciate how Chad listens to our goals and uses his experience and expertise to render sound advice and comprehensive guidance. Chad and his team are approachable and accessible. We've built a trusting relationship and truly believe they have our best interests at heart. Thanks to Chad, our worry and confusion about retirement planning are gone.
Client Testimonial
Chad and the Kools Wealth Management team are very knowledgeable in all parts of wealth management. They are very professional at their job and also very personable and friendly to discuss my money needs with. They have always been available to help whenever I had a question and they always keep me up to date on things that could be of help to me through retirement.
Client Testimonial
Chad has been an invaluable resource in navigating our financial journey. Recently retired, we have appreciated Chad's expertise in giving us peace of mind that our future looks bright.
Client Testimonial
We've had other financial advisors at other institutions and Chad is by far the most knowledgeable. The way he can break down complicated financial strategies into a way I understand is really appreciated. We are very happy we made the switch to Chad Kools. He sees things I never would have considered on my own to ensure we are maximizing our dollars.
Client Testimonial
“I have had a fantastic experience working with Chad Kools. He has met with my husband and I in person and virtually as needed. He and his team are incredibly responsive and knowledgeable.”
Client Testimonial
“Chad Kools has been a wonderful asset to our financial team he is easy to get along with and is always available for us to chat. I feel he has our best interest at hear and is always helping us strategically.”
Client Testimonial
“We had no idea how or where to get started with our future planning needs. It can be exceptionally overwhelming. Chad made the process simple and understandable from the start. The fact that he’s easily available and responds promptly to ongoing needs and questions make the entire experience that much more enjoyable and makes us feel like we can trust him completely.”
Client Testimonial
“Chad is very professional, knowledgeable, and authentic. My wife and I enjoy working with him.”
Client Testimonial
“Over the last several years, I have had great financial guidance from Chad and his team. They have always provided me with detailed information, explained all available options, and created a seamless transition process when it was time to add my husband and son into my financial planning. I highly recommend Chad and his team to anyone who is looking for professional, knowledgeable and friendly service.”
Client Testimonial
“I was feeling mislead by my old financial representative and I had the opportunity to sit with Chad Kools who took the time to fully explain all of my options to me before mapping out a plan for my family’s financial future. I truly appreciate you Chad!”
Client Testimonial
“Chad Kools has been a pleasure to work with over the years of him being my financial advisor. I have given Chad the ability to make decisions on where to invest my portfolio and will continue to do so for years to come with confidence.”
Client Testimonial
“Chad and his team have helped me and my family plan and work towards our financial goals. I would recommend his team and services to everyone looking to plan for their future. Their knowledge and follow through are unmatched.”
Client Testimonial
“Working with Chad and his team has put us in a solid financial situation for our future. Chad offers us quality financial guidance while respecting our decisions and wishes on our financial management.”
Client Testimonial
“Chad does a great job explaining products/services, answering questions, and moving at a speed that makes me comfortable. I don’t feel pressured and feel he has my best interest at heart.”
Client Testimonial
“Chad and his team have done a wonderful job working with us to create a financial plan that is consistent with out goals and timelines. He has been available to answer any question we’ve had throughout the years and has helped us navigate through financial changes responsibly.”
Client Testimonial
On my “financial fitness” journey before I was married, my now-husband introduced me to Chad, his NWM Financial Advisor. Not only did Chad impressively write upside down so I could view his expert level financial knowledge form across the table, he also helped me to understand important fiscal concepts I had not been introduced to previously. We are very thankful for his guidance; it had not been introduced to previously. We are very thankful for his guidance; it is almost indescribable how secure we feel in our finances. Jason and I enjoy not only the benefits of Chad’s sound financial advice, but also a friendship with him and his wife (both of our families welcomed sons in 2021!). For those considering Kools Wealth Management, please know you’ll be in good hands! Thank you, Chad, Ashley, and Maygen!
Client Testimonial
“Chad and his team have been amazing to work with! They are committed to helping us reach our financial goals and have really given us piece of mind when it come to our financial future.”
Client Testimonial
We have been extremely satisfied with the guidance we have received from Chad around our financial plan. He has helped us make financial decisions as we planned our wedding, purchased our first home, made job changes and welcomed our first baby. He always helps tailor our plan to the current season of life, while keeping our long term goals in mind. We have recommended him to many family and friends and will continue doing so!
Client Testimonial
Chad is always great to work with. Whether you give him a call or stop by his office with a question, he always welcomes you with a positive attitude and is more than willing to go over any questions you may have even if you have to ask him the same questions 3 times before. I definitely recommend him to anyone looking for a financial advisor!
Client Testimonial
Chad is wonderful to work w/! He listened intently, answered our questions and guided us towards our goals for the future. We have worked w/ Chad for several years and appreciate his knowledge & Kindness!
Client Testimonial
I have been working with Chad Kools teams for over 8 years. Between running my business with over 40 employees and planning my future family & retirement, there is no one I trust more than Chad. I appreciate everything he has done to help me grow my business and plan for future success!
Client Testimonial
I have had an outstanding experience with Chad over the past couple of years. I greatly appreciate that our discussions are an equal mix of professional and friendly advice, as he offers stellar financial guidance after we've caught up on a personal level. Chad has always been responsive to my situations and questions, always steering me and my family toward long-term financial security.