About
The Fiduciary Experience
Wealth Management services at Chesapeake combine institutional caliber solutions and resources with boutique style service and support. Chesapeake has been providing comprehensive financial advisory services to high-net-worth individuals and families for almost 25 years.
As an independent SEC-registered investment advisor (RIA), Chesapeake has no affiliation or obligation to outside investment companies, broker dealers or banks. Our financial planning and investment management process is based solely on client suitability and client need. As Fiduciary, Chesapeake acts in the best interest of the client.
Wealth Management at Chesapeake is run by a team of advisors with vast experience across various firms who strive to represent the progressive changes taking place in the investment universe prioritizing transparent and lower fees, collaborative relationships, and customized, fiduciary advice.
Chesapeake partners with Charles Schwab and Pershing to custody client assets.
Services
Every custom-built portfolio begins with a financial plan
Personalized financial plans, retirement planning, income planning, budget analysis, 529 plans, stock plan services.
Comprehensive platform offering specialized expertise across a broad range of asset classes (public investments, hedge funds, private equity, venture capital, real-estate, sustainable and impact investments).
Life insurance, long term care, and annuities.
Individual & corporate retirement plans, cash management, consulting.
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
