About Us

Helping you plan, protect, and enjoy your retirement

With more than 20 years of experience as a fiduciary financial planner, Chad Albano—along with his wife, Nicole—has built their practice around one simple philosophy: put clients first.

Chad specializes in helping individuals and couples navigate the transition into retirement, focusing on retirement income planning, investment management, and protecting what clients have worked so hard to build. Together, Chad and Nicole have created an approach centered on education, clarity, and long-term relationships—not transactions.

They believe that one of the greatest needs in financial planning is education. Whether working with someone who is just beginning to seek professional guidance, a family approaching retirement, or a successful business owner preparing for a future business transition or exit, their goal remains the same: help clients understand their options, simplify complex decisions, and provide the guidance needed to move forward with confidence.

Rather than focusing on products or quick decisions, Chad takes a planning-first approach that considers the whole picture—retirement income, investments, taxes, long-term care concerns, legacy planning, and the risks that can impact financial security over time. Their objective is to help clients create a retirement strategy that not only supports their lifestyle but helps ensure their money lasts throughout retirement while providing confidence and peace of mind along the way.

In addition to working with individuals and families, Chad also helps business owners and companies strengthen their retirement plans and address important planning needs such as succession planning, key-person protection, and employee retention. His background in corporate finance and accounting provides valuable insight into the challenges faced by business owners and management teams.

Based in Wisconsin, Chad and Nicole—along with their team—proudly serve clients throughout Oconomowoc, Delafield, Hartland, Pewaukee, Brookfield, Waukesha, Milwaukee, Madison, Lake Country, and communities throughout Wisconsin. While their roots remain in Wisconsin, they also maintain longstanding relationships with clients in the Chicagoland area, as well as many other states, including Texas, Florida, Colorado, California, Michigan, Virginia, Washington, Idaho, and Hawaii.

Chad serves as an Executive Director, shareholder, and Advisory Board member with Global View Capital Advisors. He holds a B.B.A. in Accounting from the University of Wisconsin–Whitewater and brings a unique blend of financial planning expertise and corporate finance experience, including more than a decade in accounting, tax, financial reporting, planning, distribution, and manufacturing. Throughout his career, he has remained committed to helping clients make informed decisions, build lasting financial confidence, and navigate retirement with greater clarity. As a fiduciary, his focus is simple: helping clients protect what they’ve built, create sustainable retirement income, and enjoy the years ahead with confidence.