Chad Weigl, Certified Social Security Specialist
Chad Weigl
Senior Wealth Manager, JL Smith Holistic Wealth Management
Professional Profile
Chad Weigl is a distinguished Senior Wealth Manager at JL Smith Holistic Wealth Management, with over 12 years of dedicated experience in the heart of Ohio. Renowned for his expertise in holistic wealth management, Chad excels in crafting comprehensive financial retirement and legacy plans that seamlessly integrate investment strategies, tax planning, and legal considerations. His commitment to his clients is evidenced by his additional professional designations as a Certified Financial Fiduciary (CFF) and a Board of Personal Certification (BPC) holder, making him a trusted expert in the field.
As a holder of the NSSA® Social Security certification, Chad Weigl brings specialized knowledge of Social Security planning to every client relationship.
As a respected professional, Chad is not only a valuable resource for individuals and families looking to secure their financial futures, but also a knowledgeable advisor in navigating the complexities of Social Security benefits. His client-centric approach ensures that each plan is tailored to meet the unique needs and goals of those he serves.
When he’s not helping clients achieve their financial aspirations, Chad enjoys quality time with his wife and three young children, as well as socializing with friends and immersing himself in Ohio's vibrant sporting culture. Trust Chad Weigl to guide you through your wealth management journey with integrity, expertise, and a personal touch.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.