At Chesapeake Wealth Management, our highly credentialed and experienced trust and investment team offers a comprehensive commitment to growing and protecting your wealth. Because our portfolio managers, trust officers, and decision makers are under one roof, they are available to meet with you on your schedule.
Our trust and estate services complement our investment counsel, resulting in fully dimensional wealth management. We offer a wide variety of fiduciary options which provide the long-term advantages of professional, full-time supervision of your assets throughout your life. This advice will ensure that your legacy is passed down privately with minimal taxes and delays.
Our skill and judgment in handling the complex and demanding tasks of estate settlement are complemented by in-depth local knowledge, professional connections, and a dedication to our community. We can protect your assets, help dispose of real estate and other property, and lift a burden from your loved ones.