About

Our Origin

Streamline Private Wealth emerged from Chad Shaddox’s passion for making a meaningful impact through financial advice, guided by his appreciation for community values. With a foundation built on an economics degree and a business finance minor, Chad was driven by a passion to help guide clients’ through their financial journey by education around the complexity of investing and financial planning. Doing so in a way that resonates with people living everyday lives. His initial start in the business was marked by a preference for engaging with clients on a personal level, in settings that fostered close-knit relationships. This approach laid the cornerstone for Streamline Private Wealth.

Our Mission

At Streamline Private Wealth, our mission is crystal clear: To simplify the path to financial freedom for our clients, making the journey as engaging and understandable as possible. We take an easy-to-understand approach to financial planning, helping to ensure even the most complex strategies are communicated in simple terms.

Excellence

We strive for the highest standards in everything we do, from client relationships to financial planning.

Faith

Our firm is grounded in faith, guiding us to serve our clients and community with integrity and trust.

Family

We cherish the concept of family, both within our team and in our approach to client relationships.

Freedom

Empowering our clients to achieve financial freedom is at the heart of our mission.

Fun

We believe in the importance of balance and enjoyment in life, integrating this belief into our financial planning approach.

Our Core Values

These values resonate through every aspect of our operations. They are not just words to us; they are the principles that guide our every decision, interaction, and strategy.

Contact Us

Our Team

Ready to Streamline Your Wealth?

Start a Conversation
Broker Check Logo