FDIC-Insured – Backed by the full faith and credit of the U.S. Government
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.
Chesapeake Wealth Management offers a wide variety of fiduciary services, all of which provide the advantages of professional supervision of your assets throughout your life, minimizing taxes and delays upon death, and protecting loved ones’ inheritances from “creditors and predators.”
Our skill and judgment in handling complex estate matters is complemented by in-depth local knowledge and professional connections. We work closely with estate planning attorneys and accountants to ensure that clients leave behind the legacy they intend.
A Fully Integrated Process
Protecting Inheritance
We can help minimize costs and delays upon death, protect loved ones’ inheritances, and preserve legacies.
Local Professionals
Our team members are located in Williamsburg, the Northern Neck, Middle Peninsula and Richmond.
Neutral Standpoint
As professional trustees and executors, we act from a neutral and independent standpoint, which can be invaluable in family situations.
Main Offices
Northern Neck Office
97 North Main Street
Post Office Box 1419
Kilmarnock, Virginia 22482
Direct: 804-435-3652
Toll-Free: 800-434-1181
Fax: 804-435-0777
Williamsburg and Middle Peninsula Offices
4804 Courthouse Street, Suite 1A
Williamsburg, Virginia 23188
Direct: 757-253-9088
Toll-Free: 888-653-9088
Fax: 757-253-1075
Richmond Office
Contact Us
"*" indicates required fields
