Wealth Management

Chesapeake Wealth Management is made up of highly credentialed and experienced investment and trust professionals who offer a unique and comprehensive commitment to growing and protecting your wealth.

At Chesapeake Wealth Management, our approach to investing assets is both thorough and prudent. Our comprehensive commitment to growing and protecting wealth is facilitated by an experienced investment and estate management team, as well as our in-house Portfolio Analysis and Review Process.

Many firms are content with considering only one aspect of a client’s wealth management plan. The investment, legal and tax aspects of a prudent wealth management plan are inherently related. We believe it is essential to carefully coordinate our wealth management efforts with your accountant, estate planning attorney and other key advisors, including developing a maintenance plan that keeps all parts of your planning vehicles running optimally.

A Thorough and Prudent Approach

Free Analysis

We are happy to provide a no-cost, no-obligation thorough review of your investment portfolio and estate plan.

Working Together

Your wealth advisor will coordinate with your accountant, estate planning attorney and other key advisors to ensure that your wealth management plan is working optimally.

On Your Schedule

Our portfolio managers and trust officers are under one roof and available to meet with you on your schedule.

Main Offices

97 North Main Street
Post Office Box 1419
Kilmarnock, Virginia 22482

Direct: 804-435-3652

Toll-Free: 800-434-1181

Fax: 804-435-0777 

4804 Courthouse Street, Suite 1A
Williamsburg, Virginia 23188

Direct: 757-253-9088

Toll-Free: 888-653-9088

Fax: 757-253-1075

5501 Patterson Avenue
Richmond, Virginia 23226


Fax: 804-939-6425

Contact Us

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