Uncommon Service to Exceptional People
About Us
Uncommon Service to Exceptional People

Uncommon Service to Exceptional People Uncommon Service means that you can have the trust you expect and the return you deserve. Chess Financial Corporation is a comprehensive wealth management company. We guide successful individuals and their families through the obscure maze of investment, tax, financial and estate planning alternatives. Our mission is to provide our clients with financial security, growth and direction.

Chess Financial Corporation offers clients and their families a level of integrity and service that makes for an unparalleled experience. Our focus is on your well being. Our Managing Directors take the time to understand you; your long-term goals, your financial resources, your unique circumstances. Our Managing Directors are supported by Financial Consulting, Investment Management, Tax Planning and Family Office Administration teams who ensure that the solutions being offered are integrated and customized to your unique needs. At Chess, our Uncommon Service provides holistic solutions assuring you peace of mind knowing that your family’s financial foundation is strong and secure.