Chad Schleh recognizes wealth as a tool that creates options. As a seasoned Wealth Advisor, he focuses on his clients’ goals, priorities, and risk tolerances, which they uncover through meaningful conversations. Whether those goals include leaving a philanthropic legacy, active retirement, creating a family, or all of the above, identifying their most important goals helps define the financial plan and creates benchmarks to monitor progress.

Chad finds it common for new clients to feel overwhelmed and unsure how to work with an advisor. He sets them at ease and enjoys seeing his clients transform from financial anxiety to peace of mind and confidence in their plans. This confidence allows them to enjoy a higher quality of life and focus on things that bring joy.

Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®️) with his FINRA Series 6, 63, and 65 (Inactive). He has a B.A. in Political Science from Wheaton College (IL), summa cum laude, and an M.B.A. from the University of Toledo, Ohio.
In his free time, Chad is an active volunteer and community member. He volunteers as an Animal Care Specialist for the Cleveland Metroparks, is a board member of Humane Ohio and the Cleveland Repertory Orchestra. He’s also a member of the audiovisual team at his church.

Besides volunteering, he enjoys hiking, CrossFit, pickleball, kayaking, yoga, trivia, and exploring new cities. Chad lives in Lakewood, OH.