THE FREEDOM ENTREPRENEUR™. MONEY EXPERT. FAMILY MAN.
Wealth That Lasts. Freedom That Matters.
Helping Elite Entrepreneurs Build Generational Wealth and True Freedom—Without Sacrificing What Matters Most
FEATURED IN
#1 WEALTH MANAGEMENT & BUSINESS COACH
Generational Wealth & Lifestyle Freedom For High Net Worth Entrepreneurs
You shouldn’t have to choose between building wealth and living a meaningful life.
For over two decades, I’ve helped high-performing entrepreneurs achieve both by guiding them to financial independence while protecting what matters most: family, freedom, and legacy.
Through strategic wealth planning and leadership coaching, I help clients experience growth in every dimension whether it’s business, finances, and life.
Investments Under Management
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Real Results. Real People
"Chad has been my personal coach for the last 5 years. He has pushed me in my thinking beyond whatever I thought. When Chad learns something new, he immediately applies it at the highest level, even if it means it fundamentally changes what he was doing before."
Dr Benjamin Hardy
PhD Organizational Psychologist and Best-Selling Author
"As an entrepreneur who's been driven to create massive amounts of success and freedom, Chad will help you achieve the lifestyle shifts you want to keep maximizing yourself, both personally and professionally."
Dan Sullivan
Founder and President of The Strategic Coach Inc
"My focus and results have multiplied, allowing me to realize my goals much faster than ever before. The big factor contributing to this outcome is the accountability and connection with the Elevated team and members of Platinum Elevated. I get a boost of energy and focus every week I connect with my accountability coach, Chad's Workshops 2x month, and my Mastermind Group."
Daniel White
CEO, Daniel White Coaching
"Before joining ELEVATED, I was juggling the demands of being a high school football coach, CEO of Qwerks Groupl, and launching Leadership Squared—leaving little room for my family. The focus and consistent message about adding value to others completely changed my perspective.
Michael Clegg
CEO, Elevate Consulting Group
"Chad goes big in his own endeavors, and he can relate to each member and inspire us to go much bigger. What has stood out the most in this program is the execution. With your own weekly accountability coach and small group mastermind, I have been able to put my big goals into action weekly and break through previous obstacles."
Justin Bartley
President, Next Door and Window
“Chad doesn’t just give advice—he gives you a roadmap to grow and the accountability to follow through. Since joining his program, I’ve launched two new ventures and expanded into markets I never thought possible. His strategies are practical, powerful, and proven.”
Blake Johnson
"Chad and Platinum Elevated fulfill this need perfectly. The concepts and guest speakers are world-class, and the interactions within the group are centered around mutual support at a CEO level. Chad challenges you to become the best version of yourself, encouraging you to question your own beliefs and systems. This experience reshapes your perception of what's possible, allowing you to focus on what truly matters for you and your business."
Camilo Rodriguez
CEO, MortgagesLab
"2024 was a year of transition for me—moving from Operator to Owner was a massive shift, especially without fully codified systems in place. I built them out but struggled to get the right support, cycling through multiple VAs and feeling like I barely scratched the surface of what I was capable of. On top of that, my mastermind experience was hit-or-miss, and I missed a key onsite. But despite all that, the connections I made through ELEVATED showed me the potential of what’s possible. "
Leigh Balkom
"I have more than ever realized my potential through deep internal growth, which is blossoming into the life I desire and intentionally design. Building relationships and connecting with growth-minded individuals has been truly life-changing. I love contributing and learning as we all share our experience and knowledge to help each other achieve our dreams."
Emile Case
Case Study LLC
#1 WEALTH MANAGEMENT & BUSINESS COACH
"My focus and results have multiplied, allowing me to realize my goals much faster than ever before. The big factor contributing to this outcome is the accountability and connection with the Elevated team and members of Platinum Elevated. I get a boost of energy and focus every week I connect with my accountability coach, Chad's Workshops 2x month, and my Mastermind Group."
Daniel White
CEO, Daniel White Coaching
"I have more than ever realized my potential through deep internal growth, which is blossoming into the life I desire and intentionally design. Building relationships and connecting with growth-minded individuals has been truly life-changing. I love contributing and learning as we all share our experience and knowledge to help each other achieve our dreams."
Emile Case
Case Study LLC
"Chad goes big in his own endeavors, and he can relate to each member and inspire us to go much bigger. What has stood out the most in this program is the execution. With your own weekly accountability coach and small group mastermind, I have been able to put my big goals into action weekly and break through previous obstacles."
Justin Bartley
President, Next Door and Window
"Before joining ELEVATED, I was juggling the demands of being a high school football coach, CEO of Qwerks Groupl, and launching Leadership Squared—leaving little room for my family. The focus and consistent message about adding value to others completely changed my perspective.
Michael Clegg
CEO, Elevate Consulting Group
"As an entrepreneur who's been driven to create massive amounts of success and freedom, Chad will help you achieve the lifestyle shifts you want to keep maximizing yourself, both personally and professionally."
Dan Sullivan
Founder and President of The Strategic Coach Inc
“Chad doesn’t just give advice—he gives you a roadmap to grow and the accountability to follow through. Since joining his program, I’ve launched two new ventures and expanded into markets I never thought possible. His strategies are practical, powerful, and proven.”
Blake Johnson
"Chad and Platinum Elevated fulfill this need perfectly. The concepts and guest speakers are world-class, and the interactions within the group are centered around mutual support at a CEO level. Chad challenges you to become the best version of yourself, encouraging you to question your own beliefs and systems. This experience reshapes your perception of what's possible, allowing you to focus on what truly matters for you and your business."
Camilo Rodriguez
CEO, MortgagesLab
"2024 was a year of transition for me—moving from Operator to Owner was a massive shift, especially without fully codified systems in place. I built them out but struggled to get the right support, cycling through multiple VAs and feeling like I barely scratched the surface of what I was capable of. On top of that, my mastermind experience was hit-or-miss, and I missed a key onsite. But despite all that, the connections I made through ELEVATED showed me the potential of what’s possible. "
Leigh Balkom
"Chad has been my personal coach for the last 5 years. He has pushed me in my thinking beyond whatever I thought. When Chad learns something new, he immediately applies it at the highest level, even if it means it fundamentally changes what he was doing before."
Dr Benjamin Hardy
PhD Organizational Psychologist and Best-Selling Author
"My focus and results have multiplied, allowing me to realize my goals much faster than ever before. The big factor contributing to this outcome is the accountability and connection with the Elevated team and members of Platinum Elevated. I get a boost of energy and focus every week I connect with my accountability coach, Chad's Workshops 2x month, and my Mastermind Group."
Daniel White
CEO, Daniel White Coaching
"I have more than ever realized my potential through deep internal growth, which is blossoming into the life I desire and intentionally design. Building relationships and connecting with growth-minded individuals has been truly life-changing. I love contributing and learning as we all share our experience and knowledge to help each other achieve our dreams."
Emile Case
Case Study LLC
"Chad goes big in his own endeavors, and he can relate to each member and inspire us to go much bigger. What has stood out the most in this program is the execution. With your own weekly accountability coach and small group mastermind, I have been able to put my big goals into action weekly and break through previous obstacles."
Justin Bartley
President, Next Door and Window
"Before joining ELEVATED, I was juggling the demands of being a high school football coach, CEO of Qwerks Groupl, and launching Leadership Squared—leaving little room for my family. The focus and consistent message about adding value to others completely changed my perspective.
Michael Clegg
CEO, Elevate Consulting Group
"As an entrepreneur who's been driven to create massive amounts of success and freedom, Chad will help you achieve the lifestyle shifts you want to keep maximizing yourself, both personally and professionally."
Dan Sullivan
Founder and President of The Strategic Coach Inc
“Chad doesn’t just give advice—he gives you a roadmap to grow and the accountability to follow through. Since joining his program, I’ve launched two new ventures and expanded into markets I never thought possible. His strategies are practical, powerful, and proven.”
Blake Johnson
"Chad and Platinum Elevated fulfill this need perfectly. The concepts and guest speakers are world-class, and the interactions within the group are centered around mutual support at a CEO level. Chad challenges you to become the best version of yourself, encouraging you to question your own beliefs and systems. This experience reshapes your perception of what's possible, allowing you to focus on what truly matters for you and your business."
Camilo Rodriguez
CEO, MortgagesLab
"2024 was a year of transition for me—moving from Operator to Owner was a massive shift, especially without fully codified systems in place. I built them out but struggled to get the right support, cycling through multiple VAs and feeling like I barely scratched the surface of what I was capable of. On top of that, my mastermind experience was hit-or-miss, and I missed a key onsite. But despite all that, the connections I made through ELEVATED showed me the potential of what’s possible. "
Leigh Balkom
"Chad has been my personal coach for the last 5 years. He has pushed me in my thinking beyond whatever I thought. When Chad learns something new, he immediately applies it at the highest level, even if it means it fundamentally changes what he was doing before."
Dr Benjamin Hardy
PhD Organizational Psychologist and Best-Selling Author
Generational Wealth & Lifestyle Freedom For High Net Worth Entrepreneurs
Building Generational Wealth & Lifestyle Freedom For Ultra-High Net Worth Entrepreneurs without sacrificing Family, Health and Relationships
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Ready To Step Into Your Fully Invested™ Life?
Building Generational Wealth & Lifestyle Freedom For Ultra-High Net Worth Entrepreneurs
without sacrificing Family, Health and Relationships
ELEVATED is a global community for growth-minded entrepreneurs. We help visionary leaders get clear, take action, and build a life of impact, freedom, and abundance. This is where high performers come to rise.
- Regain Your Time and Freedom with 1-on-1 Coaching
- 3x Your Productivity and Finances With 2 Group Coaching Calls a Month with Chad
- Gain Next-Level Vision From Our 2 In-Person Events
- Build Relationships With High-Achieving Leaders
You’re an entrepreneur. You’re wired differently. You shouldn’t be taking money and business advice from non-entrepreneurial advisors. Your money advice must also be wired differently.
ELEVATED is a global community for growth-minded entrepreneurs. We help visionary leaders get clear, take action, and build a life of impact, freedom, and abundance. This is where high performers come to rise.
Regain Your Time and Freedom with 1-on-1 Coaching
3x Your Productivity and Finances With 2 Group Coaching Calls a Month with Chad
Gain Next-Level Vision From Our 2 In-Person Events
Build Relationships With High-Achieving Leaders
You’re an entrepreneur. You’re wired differently. You shouldn’t be taking money and business advice from non-entrepreneurial advisors. Your money advice must also be wired differently.
Chad Willardson
CHAD WILLARDSON, CRPC(R), AWMA(R) is the president and founder of Pacific Capital, a fiduciary wealth advisory firm he started in 2011 after nine years of climbing the ranks as an investment advisor at Merrill Lynch.
He’s been featured in the Wall Street Journal, Forbes, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor. Chad and his wife live in Southern California with their five beautiful children.
5X BEST SELLING AUTHOR
