Raising the Standard of Wealth Strategy

I’m Chad Free – wealth strategist, author, mentor, and guide for financial professionals who know they’re capable of more.

If you’re here because you’re questioning the status quo and aiming higher in your practice and impact, you’re in the right place.

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ABOUT CHAD FREE

CHAD FREE HAS BEEN FEATURED ON:

Too many professionals today feel:

• Stuck

• Under-Challenged

• Unclear About Their Next Chapter

That’s not a “sales problem” ­– it’s a clarity problem.
And it’s exactly where I help people breakthrough.

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ABOUT CHAD FREE

Hey, I’m Chad. I’ve spent years helping financial professionals elevate their thinking, deepen their strategy, and expand their impact in ways that feel authentic and lasting.

I don’t sell hype.
I help you think deeper, act bolder, and grow smarter.

I believe the future of financial services belongs to leaders who understand wealth strategy is both technical and human. It’s about clarity, confidence, and serving with excellence. That’s what I help people build – not just businesses.

“I’ve spent over two decades years working with and observing the ultra-wealthy”

“I want my clients to experience real peace both personally and financially.”

"True Wealth is the abundance of everything you value.”

“I’ve spent over two decades years working with and observing the ultra-wealthy” “I want my clients to experience real peace both personally and financially.” "True Wealth is the abundance of everything you value.”

How I Work

Over the years, I’ve partnered with professionals who:

  • Feel stuck in a repetitive cycle and know they’re capable of more

  • Want to move beyond surface-level strategies into advanced planning

  • Care deeply about how they serve their clients and the legacy they build

I offer support that’s:

  • grounded in experience

  • rooted in clarity

  • built for long-term results

This isn’t sales language ­– it’s how I think about growth.

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Beyond the Business

I’m also:

An author, grounding ideas in narrative and insight

speaker, bringing big ideas to life on stage

mentor, helping people think their way forward

podcast host, exploring the real questions people ask

family man, who believes success should actually mean something at home

Your business and your life don’t have to pull you in different directions – they can strengthen each other.

If you value depth over noise, strategy over shortcuts, and purpose over pattern, you’ll feel at home here.

Explore more – or just stick around a moment and see what’s possible.

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