If you are currently using a brokerage firm, a bank trust department, a money manager, an accountant, and a lawyer, Chess will help assure that these services are adequately and properly integrated. We put our clients first in everything we do while coordinating other professional services as needed. We reach well beyond the common to a level of detail, trust and reliability that is unparalleled.
Chess is independently owned and not financially connected to any provider or product. Since 1986 we have recognized the requirements of successful people and the value of independent, objective advice. Every client is important and deserves expertise and attention. We build long-term relationships to ensure that your financial goals and your family’s needs are met or exceeded.
Our compensation is based on a fixed annual retainer, not on assets under management, commissions or hourly fees. This approach allows us to objectively evaluate and recommend a variety of investment and planning opportunities. At Chess, we believe there should be no unpleasant surprises in fees or value delivered.
“Uncommon Service to Exceptional People.” Beyond what you have known. Chess is what the other financial service companies claim to be. We would be happy to discuss the most appropriate and effective way to proceed with you and your family.
Comprehensive Wealth Management
If you are currently using a brokerage firm, a bank trust department, a money manager, an accountant, and a lawyer, Chess will help assure that these services are adequately and properly integrated. We put our clients first in everything we do while coordinating other professional services as needed. We reach well beyond the common to a level of detail, trust and reliability that is unparalleled.
Chess is independently owned and not financially connected to any provider or product. Since 1986 we have recognized the requirements of successful people and the value of independent, objective advice. Every client is important and deserves expertise and attention. We build long-term relationships to ensure that your financial goals and your family’s needs are met or exceeded.
Our compensation is based on a fixed annual retainer, not on assets under management, commissions or hourly fees. This approach allows us to objectively evaluate and recommend a variety of investment and planning opportunities. At Chess, we believe there should be no unpleasant surprises in fees or value delivered.
“Uncommon Service to Exceptional People.” Beyond what you have known. Chess is what the other financial service companies claim to be. We would be happy to discuss the most appropriate and effective way to proceed with you and your family.
If you are currently using a brokerage firm, a bank trust department, a money manager, an accountant, and a lawyer, Chess will help assure that these services are adequately and properly integrated. We put our clients first in everything we do while coordinating other professional services as needed. We reach well beyond the common to a level of detail, trust and reliability that is unparalleled.
Chess is independently owned and not financially connected to any provider or product. Since 1986 we have recognized the requirements of successful people and the value of independent, objective advice. Every client is important and deserves expertise and attention. We build long-term relationships to ensure that your financial goals and your family’s needs are met or exceeded.
Our compensation is based on a fixed annual retainer, not on assets under management, commissions or hourly fees. This approach allows us to objectively evaluate and recommend a variety of investment and planning opportunities. At Chess, we believe there should be no unpleasant surprises in fees or value delivered.
“Uncommon Service to Exceptional People.” Beyond what you have known. Chess is what the other financial service companies claim to be. We would be happy to discuss the most appropriate and effective way to proceed with you and your family.