Charting Your Financial Course
At Chesapeake Wealth Management, we offer services which are unique and different from our competitors. All of our investment and trust decisions are made in-house by professionals with the highest designations in the industry. Our portfolio managers, trust officers, and decision makers are under one roof, and they are available to meet with you on your schedule. There are no cookie-cutter approaches, and there are no phone trees to navigate.
As a first step, we offer a complimentary thorough analysis of your current investment portfolio. We can validate your current strategy, or perhaps provide a different perspective based on the ever-changing economic environment. There is no charge or obligation for this comprehensive review.
We also provide premium trust and estate services, including a thorough, no obligation review of your current estate plan. Our holistic approach to wealth management provides a uniquely comprehensive commitment to growing and protecting your legacy. Our wealth advisors and trust officers will work with your accountant and estate planning attorney to ensure that all facets of your wealth management are working together as efficiently and prudently as possible.
This premium level of hands-on wealth and trust service is available right here in Williamsburg, the Northern Neck, the Middle Peninsula and Richmond.
Our Services
Investment & Wealth Management
Prudent and Straightforward
Our investment team's disciplined approach to growing and preserving wealth has helped our clients reach their financial goals for nearly 50 years.
Trust & Estate Services
Professional trustees and executors
We offer a wide variety of fiduciary services which provide professional supervision of assets during one's lifetime, preservation of clients' legacies and relieving loved ones of burdensome duties and liabilities.
