Chad Wolcott

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Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Van Dyke, Wolcott & Associate team* (published on January 9, 2024. Rankings based on data as of March 31, 2023.)

Chad is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. At the heart of Chad's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. His objective is to help guide clients so they can make informed choices that fit their near- and long-term goals.

Chad advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process driven approach includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream.

He offers personalized recommendations that address:
• Retirement Planning
• Estate planning issues and working with clients and their advisors in developing their estate plan
• Individual wealth preservation and insurance planning strategies

On the personal side, Chad was born and raised in the Redding area and greatly appreciates all the area has to offer. 

Chad joined Merrill Lynch Wealth Management in 1998, coming from the corporate consulting industry. He completed his undergraduate studies at Sacramento State University and graduated from Bowling Green State University where he earned a Masters degree in 1997. Chad also holds the designation of Chartered Retirement Planning Counselor, CRPC.


2024 Forbes "Best-in-State Wealth Management Teams " list.  Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.