Chad Sherwood is a seasoned professional in the financial services industry, dedicated to serving families and retirees for over a decade. As the founder of Peak Advisors, based in Nashville, TN, Chad specializes in Holistic Retirement Planning, skilfully coordinating all retirement benefits for his valued clients.
As a NSSA® National Social Security Adviser, Chad has achieved rigorous qualifications and continuously pursues ongoing annual education, ensuring he remains at the forefront of his field.
Beyond his financial expertise, Chad is also a published author, with his book achieving the remarkable feat of claiming the number one new release title on Amazon in the economic category. Readers have found invaluable insights and wisdom within his work, establishing Chad as a respected thought leader in finance and retirement strategy.
While excelling in his professional endeavors, Chad finds immense joy in his family life.
The fundamental flaw in the financial industry today is that advisors often lead with product focused solutions and ignore critical components of one’s financial and total wellbeing, largely doing a disservice to you as a retiree.
At our firm, we believe in taking an integrated approach to retirement planning. Our advisor-coaches work closely with you to gain a deep understanding of your financial goals and aspirations. By working together, we help you identify what you truly want from your money in retirement and develop a personalized plan to help you achieve it.
It’s important to note that our ultimate objective is not to sell you a product. Instead, we are committed to helping you create a fulfilling and prosperous retirement, aligned with your unique vision. Our advisor-coaches will work tirelessly to ensure that your strategy is tailored to your needs and objectives, and that you have the support and guidance you need to succeed. At our firm, we are passionate about helping you create a life well-lived, and we are committed to your success.
At our firm, we understand that financial planning can sometimes feel overwhelming and complex. That’s why we make it our mission to simplify and streamline the process for our clients. Through proactive and transparent communication, we keep you informed every step of the way.
We believe in empowering you with the knowledge and understanding of your financial plan so that you can make informed choices with confidence. Our team of experts will work with you to ensure that you have a clear understanding of how your plan works, and we will be available to answer any questions or concerns that you may have along the way.
We believe that open communication is key to building a strong, trusting relationship with our clients. By keeping you informed and involved in the decision-making process, we can work together to create a financial plan that truly aligns with your goals and aspirations. At our firm, we are committed to making financial planning as simple and stress-free as possible for our clients.
At our firm, we are proud to be locally owned and operated. Our team includes members of your community who share a deep commitment to improving the lives of those around us. We believe that by working together, we can make a positive impact on our local area and create a brighter future for everyone.
As part of our commitment to our community, we advocate for other local businesses and support initiatives that promote economic growth and development. We are also passionate about engaging with causes that positively impact our area, from volunteering with local charities and churches to supporting initiatives that promote education, health, and overall well being.
We understand that our success is intertwined with the success of our community. That’s why we are committed to using our expertise and resources to make a positive impact on the world around us. Whether it’s through supporting local businesses or engaging with causes that matter to our clients, we are dedicated to making a difference in the lives of those we serve.
Do you have a retirement strategy?
Do you understand it?
Are you confident in it?
If the answer is no to any one of these questions, contact us or schedule an appointment today to discuss how we can be of help creating your Retirement by Design.
Life insurance companies help protect your future and prepare you for uncertainty. It keeps your family secure in case of your death and supports you in difficult times until the
It is a lifelong process that deals with the retirement income actions, decisions, and goals. It is better to start planning it at the beginning of your career. It includes
Our mission at Peak Advisor Group is to help give you self-assurance that you have a strategy in place to provide guidance and avoid common pitfalls, no matter what happens.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Glass Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Not affiliated with or endorsed by the Social Security Administration or any government agency.
©2025 Your Peak Retirement All Rights Reserved. Design By Morshadul
