{"id":99,"date":"2024-02-09T14:48:17","date_gmt":"2024-02-09T14:48:17","guid":{"rendered":"https:\/\/www.streamlinepw.com\/?page_id=99"},"modified":"2024-04-22T18:27:05","modified_gmt":"2024-04-22T18:27:05","slug":"about","status":"publish","type":"page","link":"https:\/\/www.streamlinepw.com\/about\/","title":{"rendered":"About"},"content":{"rendered":"\n
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Our Origin<\/h2>\n\n\n\n

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\u2019 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.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Our Mission<\/h2>\n<\/div>\n\n\n\n

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.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n

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Excellence<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n\n
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We strive for the highest standards in everything we do, from client relationships to financial planning.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Faith<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n\n
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Our firm is grounded in faith, guiding us to serve our clients and community with integrity and trust.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Family<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n\n
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We cherish the concept of family, both within our team and in our approach to client relationships.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Freedom<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n\n
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Empowering our clients to achieve financial freedom is at the heart of our mission.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Fun<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n\n
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We believe in the importance of balance and enjoyment in life, integrating this belief into our financial planning approach.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Our Core Values<\/h3>\n\n\n\n

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.<\/p>\n\n\n\n

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Our Team<\/h2>\n\n\n\n