Wealth management centered around you

We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies.

Charting Your Financial Course

LOCAL EXPERTS

Personalized Wealth Solutions

Chesapeake Wealth Management provides extensive, discretionary comprehensive asset management services, with a unique commitment to guiding your wealth throughout each phase of your life. You will receive personalized attention with direct access to our decision makers.

All investments and trust decisions are made by our in-house team of professionals
Portfolio managers and wealth officers are in one location and available to accommodate your schedule
Personalized strategies that are uniquely yours
Prudent tax efficient planning
Complimentary, comprehensive investment portfolio analysis
Dedicated and disciplined approach to asset management
IRA and 401K rollover management
Work with outside professionals providing a holistic perspective

AVAILABLE LOCALLY

Expert Trust & Estate Planning

Chesapeake Wealth Management offers premium trust and estate services with a holistic approach focused on growing and protecting your legacy. Our team collaborates with your existing financial and legal professionals to create an integrated wealth management strategy.

A thorough, no-obligation review of your current estate plan
Uniquely comprehensive commitment to growing and protecting your legacy
Collaborative approach with your accountant and estate planning attorney
Premium hands-on service available locally in Northern Neck, Middle Peninsula, Richmond, Williamsburg and across the greater Hampton Roads region

Your Wealth Solutions

Investment & Wealth Management

Our investment team’s disciplined approach to growing and preserving wealth has helped our clients reach their financial goals for nearly 50 years.

Trust & Estate Services

We offer a wide variety of fiduciary services which provide professional supervision of assets during one’s lifetime, preservation of clients’ legacies, and relieving loved ones of burdensome trust and estate administrative duties.