A Thorough and Prudent Approach
At Chesapeake Wealth Management, our approach to investing assets is both thorough and prudent. Our comprehensive commitment to growing and protecting wealth is facilitated by an experienced investment and estate management team, as well as our in-house Portfolio Analysis and Review Process.
Many firms are content with considering only one aspect of a client’s wealth management plan. The investment, legal and tax aspects of a prudent wealth management plan are inherently related. We believe it is essential to carefully coordinate our wealth management efforts with your accountant, estate planning attorney and other key advisors, including developing a maintenance plan that keeps all parts of your planning vehicles running optimally.
We are happy to provide a no-cost, no-obligation thorough review of your investment portfolio and estate plan.
Your wealth advisor will coordinate with your accountant, estate planning attorney and other key advisors to ensure that your wealth management plan is working optimally.
On Your Schedule
Our portfolio managers and trust officers are under one roof and available to meet with you on your schedule.
We'd love to hear from you. Please fill out the form below and we will be in touch: