Clarity, from someone who has lived it.
The plan, the process, and the person behind Kasper Wealth Management.
Chad Kasper, CRPC®, ChSNC®
Chad Kasper has been in financial services since 1998. He started on the operational side of 401(k) and retirement plan administration, building a technical foundation before ever sitting across the table from a client. Over nearly three decades in the Pacific Northwest, he became a self-proclaimed Boeing expert and a go-to resource for Washington state and municipal employees trying to make sense of their pension and deferred compensation options.
In 2026, Chad launched Kasper Wealth Management as an independent firm, partnering with RFG Advisory after evaluating more than half a dozen platforms. He named the firm after himself, in part with an eye toward his son potentially joining the practice one day.
Special needs planning is personal to Chad. His daughter has special needs, and navigating the system, government benefits, guardianship, what is protected and what is not, taught him firsthand how complicated this planning can be. That is what led him to become a Chartered Special Needs Consultant, so other families do not have to figure it out alone.
Chad and his wife live in the greater Tacoma area. He is a father of two, a son in college and a daughter who will be part of his and his wife’s life for years to come.
In his own words
Every plan is different. That is the point.
- Discovery meetings are conversation-first, no pitch, no presentation.
- You leave the first meeting with a preliminary plan already started.
- Whether it is Boeing, a WA pension system, or a family's special needs plan, the plan starts with your life, not a product.
This is personal to me. I’ve lived it. I’ve gone through it. I’ve done it. So it doesn’t have to be a scary conversation.
Chad Kasper,
Founder, Kasper Wealth Management
The people behind Kasper Wealth
Why Kasper Wealth is built on RFG Advisory
Kasper Wealth Management is an independent practice supported by the RFG Advisory platform. That means you get the attention of a boutique advisor with the infrastructure, technology, and specialist resources of an established independent RIA platform. Chad evaluated more than half a dozen platforms before choosing RFG, so he could focus on client needs instead of vetting every piece of technology himself.
One conversation. No pressure, no pitch.
Chad asks the questions first. Reach out, and we will go from there.