A Fully Integrated Process
Chesapeake Wealth Management provides premium trust and estate services to complement our investment counsel, resulting in a fully integrated wealth and trust management process.
As professional trustees and executors, we act from a neutral, unemotional and independent standpoint, which is invaluable in family situations. We can relieve loved ones of administrative duties and liabilities and remove any concerns about a trustee or executor vacancy.
We can help minimize costs and delays upon death, protect loved ones' inheritances, and preserve legacies.
Our team members are located in Williamsburg, the Northern Neck, Middle Peninsula and Richmond.