Chad P. Tramp, CPA/PFS
Chad has over 20 years of experience serving individuals and closely held businesses in the tax, assurance, accounting, finance and investment areas. He leads the wealth management practice in McGladrey’s Des Moines, IA office. Chad helps clients develop plans for cash flow, income tax, estate and gift, investment and retirement.
McGladrey Wealth Management LLC is a premier provider of wealth management services providing comprehensive planning services including; retirement, estate, tax and investment planning.
Chad is driven by helping his clients succeed. His client relationships go beyond the surface as he strives to know and understand each of them and their specific goals and dreams. Chad is a deliberative person with the unique ability to identify, assess and minimize risks with regard to achieving these goals and dreams. These abilities are the cornerstone of his extensive experience assisting clients.
In 2005, Chad was named by the Consumers’ Research Council of America as one of the top financial planners in its “Guide to America’s Best Financial Planners,” and in 2003, he was named one of Worth Magazine’s Top 100 Wealth Advisors. He is a Certified Financial Planner™ practitioner and a Personal Financial Specialist, a specialty designation of the American Institute of Certified Public Accountants.
McGladrey Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor.