Chad Tourin serves as the President of the Private Client Group at Coastal Wealth, a distinguished division of MassMutual, where he leverages his extensive background as a former CPA and attorney to provide unparalleled financial planning services. With a deep understanding of the intricate financial...
Chad Tourin serves as the President of the Private Client Group at Coastal Wealth, a distinguished division of MassMutual, where he leverages his extensive background as a former CPA and attorney to provide unparalleled financial planning services. With a deep understanding of the intricate financial landscapes faced by business owners and high net worth individuals, Chad has cultivated a reputation for developing personalized solutions that address the unique complexities of wealth management. His expertise spans a wide array of critical areas, including asset protection planning, estate planning, and retirement strategies, ensuring that his clients receive comprehensive guidance tailored to their specific needs.
Under Chad's leadership, the Private Client Group focuses on delivering bespoke services to individuals, families, trusts, foundations, and businesses, emphasizing the importance of legacy planning and exit strategies. His commitment to excellence is evident in the key projects he oversees, which often involve intricate buy-sell agreements and executive benefits planning. Chad's proficiency in premium financing and disability insurance further enhances the value he brings to his clients, allowing them to navigate the multifaceted challenges of wealth preservation and growth.
Chad's approach to client development is rooted in a consultative methodology, where he prioritizes building long-term relationships based on trust and transparency. His skills in management consulting and business development enable him to identify opportunities for his clients that align with their financial goals. As a Certified Financial Planner, Chad Tourin is dedicated to empowering his clients with the knowledge and strategies necessary to secure their financial futures, making him a pivotal figure in the realm of high net worth financial planning.
