Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


The types of personal information we collect and share depend on the product or service you have with us. This information can include:


All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Chesapeake Wealth Management chooses to share; and whether you can limit this sharing.


Call 888-653-9088 or go to www.chesapeakewealth.com.

Reasons we can share your personal informationDoes Chesapeake Bank Share?Can you limit this sharing?
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureausYesNo
For our marketing purposes — to offer our products and services to youYesNo
For joint marketing with other financial companiesNoWe Don’t Share
For our affiliates’ everyday business purposes — information about your transactions and experiencesYesNo
For our affiliates’ everyday business purposes — information about your creditworthinessNoWe Don’t Share
For nonaffiliates to market to youNoWe Don’t Share
Who we are
Who is providing this notice?“Chesapeake Wealth Management” as used herein refers to Chesapeake Investment Group, Inc. d/b/a Chesapeake Wealth Management and its two wholly-owned subsidiaries: Chesapeake Wealth Management, Inc. and Chesapeake Investment Services, Inc.
What we do
How does Chesapeake Wealth Management protect my personal information?To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Chesapeake Wealth Management collect my personal information?We collect your personal information, for example, when youOpen an account or contribute moneySubmit applications, forms, and other documentsDiscuss your personal information with us
Why can’t I limit all sharing?Federal law gives you the right to limit onlySharing for affiliates’ everyday business purposes—information about your creditworthinessAffiliates from using your information to market to youSharing for non-affiliates to market to youState laws and individual companies may give you additional rights to limit sharing.
AffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies.The affiliates of Chesapeake Wealth Management include its parent company, Chesapeake Financial Shares, Inc., its affiliate Chesapeake Bank which is also owned by Chesapeake Financial Shares, Inc., and its subsidiary Chesapeake Investment Services,Inc.
NonaffiliatesCompanies not related by common ownership or control. They can be financial and nonfinancial companies.Chesapeake Wealth Management does not share with non-affiliates so they can market to you.
Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you.Chesapeake Wealth Management doesn’t jointly market.

Rev 6/4/2019

Primary Contact

Online Solution Center

Call: 877-436-9032

Text: 877-436-9032

A button that links to the contact us webform.