Mr. Chadwick has been involved in the capital markets industry for over thirty years. He has a bachelor’s degree from the University of Connecticut, is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Michael holds Finra Series 6, 7, 24, 63 & 65 securities licenses in 26 states.
Mr. Chadwick is a capital markets entrepreneur, financial consultant and teacher and public speaker on finance, wealth management, investments, taxation and estate planning. He has appeared on Fox, Fox Business, Fox News, The Wall Street Journal, ABC, CBS, MSNBC, CNBC, WTNH, WVIT, BNN and Bloomberg and Bloomberg Radio. He has been interviewed for articles in publications such as The Wall Street Journal, Investor’s Business Daily, International Business Times, The Chicago Tribune and online financial sites such as www.marketwatch.com and www.interest.com. He is the Author of “Cars & Money” a column that appeared monthly in the Auto Trader magazine as well as “Your Money” weekly column in the Register Citizen. He was Co-Host of “Your Money Advocates” a live financial radio call in show that ran for a decade in central Connecticut. He has taught locally at many colleges and has provided continuing education classes for CPA’s. He also publishes a financial newsletter called “Words of Fiscal Wisdom.” Mr. Chadwick has been asked to speak to audiences on financial topics at many local institutions including Yale, Yale Medical School, UCONN, UCONN Medical School, New Britain Hospital, St. Francis Hospital, Hartford Hospital, The Hartford, Times Micro Systems, The National Network of Accountants, Litchfield County Dental Association, Connecticut Osteopathic Medical Society, The Casino Operators Association and countless other venues. Mr. Chadwick is the divisional speaker for the Association of Financial Educators in Connecticut. Mr. Chadwick is a consultant for Yale’s Entrepreneurial Society as well as UCONN’s TIPS (Technology Incubation Program Services) Incubator system.
Mike has built his wealth management firm as well as two Registered Investment Advisors to help move the financial industry forward. He’s consulting with hundreds of firms on growth strategies, rebuilding, turnarounds, buyout, spinoff and acquisition strategies as a consultant. He’s been involved with many corporate turnarounds in the public and private company ecosystem. He sits on the board of directors for NanoLipoMedics.
Fiscal Wisdom Wealth Management is an independent wealth management firm that operates as a family office, is family-owned and is not an affiliate of any corporate giant. Our open architecture is designed to offer a professional personalized consultative atmosphere in which you will receive our undivided attention and unbiased perspective. The personalized advice and counsel you receive from us is not tainted by hidden conflicts of interest. Since we don’t manufacture proprietary products, we are not “in bed” with any corporate giant which does.
Securities offered through Arete, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Chadwick Financial Advisors LLC, & Fiscal Wisdom Wealth Management, LLC. Investment Advisory Services offered through CFA, LLC a state registered RIA and Fiscal Wisdom Wealth Management, LLC an SEC registered investment adviser Arete, Fiscal Wisdom Wealth Management, LLC, and Chadwick Financial Advisors are not affiliated.
Michael resides with his wife in Litchfield, Connecticut.
