MLD Wealth Management Group
Canaccord Genuity Wealth Management
Chad Larson continues on his path of excellence with another appearance on the Top 50 Advisors list. With approximately $860 million in AUM, Larson’s goal for 2022 is the same as it’s always been: to grow his business and help more families achieve their goals. And with only 18 years in the industry, he has plenty of opportunity ahead to continue doing just that.
To weather the COVID-19 pandemic, Larson has been working hard to keep staff motivated, healthy and inspired to accept the challenge as an opportunity. He applies that same philosophy with prudence during periods of market volatility like he witnessed last fall.
“No one’s hitting the seatbelt sign on the plane to come over the mountains yet, but I think prudency would dictate that liquidity is available within the portfolio,” Larson told WP in an interview last August. “If the market has periods of violence or turbulence, you can then use that liquidity to take advantage of mispricings when people become irrational.”