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Chad Soukup

Relationship manager, CPA, CFP®


I serve as a personal CFO for high-net-worth and ultra-high-net-worth families. Successful families rely on our team to help them with all aspects of their financial lives. We define and align purposeful investment strategies to their pools of wealth, effectively manage family wealth from an overall net worth statement level, and provide creative income tax, estate planning, and cash flow planning solutions. I also help develop and foster multigenerational family education, financial stewardship, and philanthropic philosophies.

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Specializes In

Because I played the saxophone and have always had a love of the arts, my family was surprised when I took up accounting and personal finance as a career. I'm still an artist at heart, my medium simply changed to spreadsheets and creative problem-solving.

Additional Thoughts

Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch
What donors need to know about tax reform
Karen Cady Wealth Management
Article November 26, 2018 1 min read
Have you outgrown your tax preparer?
Karen Cady Wealth Management
Article October 12, 2018 1 min read
Opportunity zones offer tax incentives to impact investors
Valerie Grunduski
Article September 26, 2018 3 min read