Your complete financial journey: Seamlessly linking today's needs with tomorrow's goals.
Our approach to planning, centers on linking your current financial needs with your long-term vision. Beginning with our first meeting and continuing throughout our relationship, CWM works closely with you in developing integrated and individualized strategies to grow and protect your wealth. In addition, your team will develop a method that can help minimize taxes and maximize your savings, leading to financial success.
UNIQUELY YOU
Your complete financial future, thoughtfully designed.
Strategic Portfolio Construction Built Around Your Goals
Our investment professionals craft diversified portfolios tailored to your unique financial objectives, risk tolerance, and time horizon. We blend proven investment strategies with innovative approaches to help you navigate market volatility while pursuing consistent long-term growth that aligns with your personal definition of financial success.
Personalized Wealth Planning Beyond the Numbers
We believe effective wealth management begins with understanding your life, not just your finances. Our advisors take the time to learn what truly matters to you—whether it’s retiring comfortably, funding education, supporting loved ones, or leaving a legacy—then develop comprehensive strategies that reflect your values and priorities.
Tax-Efficient Investment Strategies That Preserve Your Wealth
Minimizing tax impact is crucial to maximizing your returns. Our team implements sophisticated tax management techniques across your investment portfolio and financial plan, helping you keep more of what you earn while positioning your assets for optimal after-tax growth and efficient wealth transfer.
Continuous Guidance Through Life's Financial Transitions
From career advancements to retirement, business sales to inheritance, life’s transitions create both opportunities and challenges. Our experienced advisors provide steady guidance during these pivotal moments, helping you make informed decisions that protect and enhance your financial position for both immediate needs and long-term goals.
Integrated Estate and Legacy Planning Services
Your wealth represents more than financial assets—it embodies your values and aspirations for future generations. We seamlessly integrate estate planning strategies with your investment approach, ensuring efficient wealth transfer while helping you create meaningful legacies that reflect your personal and philanthropic priorities.
Our purpose is to deliver thoughtful guidance centered on your unique circumstances and aspirations. Tell us how we can best support your journey.
*Investments, insurance, and annuity products are not FDIC insured, are not guaranteed by Chesapeake Bank, and may lose value.
*Securities offered through Osaic Institutions, Inc. Member FINRA / SIPC
*Chesapeake Wealth Management is a subsidiary of Chesapeake Financial Shares. Osaic Institutions is not affiliated with either entity.
Not a deposit, Not FDIC insured, Not insured by any government agency, Not guaranteed by the bank, May go down in value
