Chesapeake Wealth Management Team

At Chesapeake Wealth Management, our team represents the perfect blend of expertise, experience, and local commitment. Since 1973, when we established the Northern Neck’s first full-service trust department, our professionals have been dedicated to providing personalized wealth management solutions.

Today, with over $500 million in assets under management and offices throughout eastern Virginia, our highly credentialed team delivers comprehensive investment, trust, and estate services entirely in-house.

Unlike many firms, we don’t outsource our expertise—we bring it directly to you, creating customized strategies backed by over 50 years of wealth management experience and the stability of a community bank with a 125-year heritage. When you work with our team, you’re partnering with professionals who understand both your financial goals and the community we share.