Services
Comprehensive Suite of Wealth Management Services
Chesapeake’s Private Wealth services offer institutional-caliber solutions and resources, paired with the personalized attention of a boutique firm. As an independent, full-service advisor, we deliver holistic financial planning and discretionary portfolio management through a fully transparent business model that aligns with our clients’ best interests.
Core offerings include:
- Financial Planning: Cash flow analysis, retirement and education planning, and long-term wealth strategies.
- Discretionary Investment Management: Portfolio construction and ongoing management, including asset allocation and risk-adjusted investment strategies.
- Tax Mitigation Strategies: Implementation of income tax–aware investment approaches.
- Trust and Estate Planning Support: Structuring of assets to promote intergenerational wealth preservation and transfer.
Chesapeake partners with Charles Schwab and Pershing to custody client assets.
Discretionary Investment Management
Public securities portfolios designed to reflect the client’s specific preferences, including risk tolerance, income needs (dividend and interest), volatility thresholds, and short- to medium-term liquidity requirements.
Actively managed investment strategies implemented across multiple accounts to reflect specific investment styles (e.g., Dividend Income Growth) or pursue absolute returns through active trading strategies.
Collections of equities focused on specific sectors, themes, or niche areas of global markets.
CAM serves as the general partner of Concinnity Partners, L.P., a private limited partnership that aims to deliver conservative portfolio growth with high tax efficiency. Further details are available in the offering documents.
Corporate Executive Services
CAM understands the unique circumstances facing corporate executives, such as tax and concentration management issues related to equity compensation.
Our team offers deep insight into the investment and wealth planning needs of corporate executives and a whole suite of services:
- Corporate Benefit Guidance
- Customized tax-advantaged solutions (Direct Indexing, Exchange Funds etc.)
- Guidance on trust, estate, and philanthropic planning
- Access to unique alternative investment opportunities.
- Liquidity Management / Lending Solutions
