Chad Akselrad is the relationship manager and financial advisor at GWH where he is responsible for being the first point of contact for all clients. He has a philosophy of helping clients safely accumulate and distribute their wealth while protecting what matters most. After starting a career in banking in 2006, he became an Insurance Specialist with New York Life and then to Merrill Lynch Private Banking and Investment Group. Chad has been an advisor at HSBC and Wells Fargo for private bank. Although he enjoyed the positions in the corporate world, Chad observed that the traditional industry model for retirement planning fell short and was incomplete. He felt a renewed drive and ambition to focus on financial and tax planning strategies.

Chad has more than 10 years of experience in the financial services industry. A graduate of Penn State University, he holds the Chartered Retirement Planning CounselorSM , Series 7, Series 66 and Life and Health Licenses.

In his spare time, he enjoys traveling with family and friends, going out to eat and bike riding. He resides in Bucks County with wife, Diane, two daughters, Julia and Natalie and their dog, Chili.