Chad W. Langevin,
Wealth Management Advisor
As a Wealth Management Advisor, Chad provides comprehensive lifestyle and wealth management services to clients and their families. At C.I.G. Private Wealth Management, our mission is to be advocate focused and fully aligned to help our clients achieve their goals—in lifestyle, wealth management, and legacy planning.
Chad and his team serve as trusted advisor and resource to the Medical, Dental and Higher/Private Education professions. Through the diagnosis, prescription and implementation of highly individualized wealth planning strategies we create the opportunity for our clients to lead their best lives to and through retirement, and nurture the next generations. Transparent communication, along with a disciplined, repeatable process help to foster the relationship necessary to work towards our client’s unique goals. With the highly personalized service, planning, and guidance delivered, we often help facilitate the coordination and integration of services with other professionals that families/businesses utilize in their daily lifestyle. As needed, we can support your needs by utilizing a collection of exclusive and carefully selected strategic partners, alliances, and resources.
Chad worked for two separate Fortune 100 financial services companies before coming to C.I.G and has over a decade of wealth management experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Investment Committee for C.I.G. where he is responsible for staying up to date on retirement, tax, education, and estate planning topics. Chad is life and health insurance-licensed in CT, MA, NH, RI, and FL and has FINRA Series 7, 63 and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Chad received his Bachelor of Arts degree from Central Connecticut State University and has earned a certificate in personal financial planning from Fairfield University. He is a member of the Financial Planning Association of Connecticut, The Estate and Business Planning Council of Hartford, and The West Hartford Exchange Club. He currently resides in West Hartford, Connecticut, with his wife, Kate, their son Dempsey, and their two dogs, Tucker and Bailey. In his free time, he enjoys golf, skiing, boating, basketball, and spending time with friends and family.