Chessman Wealth Strategies

We have been with Chessman Wealth for about seven years. We have always been extremely pleased with their services! They are very thorough, helpful, and always kind and patient - while helping us to navigate and understand our strategies, and where we are with our investments. They have extremely high moral values, and generously support local charities. We highly recommend them!

Chessman Wealth Strategies has been my financial advisor for over 25 years. Their service has been quite helpful to me. My investments are outlined in detail and the investment strategy explained clearly. They operate from integrity and seem genuinely interested in me as a person, not just another client. I highly recommend this team and their services.

Sean and the team never fail to be fully prepared for our meetings. They provide excellent feedback and suggestions for our financial health. In addition the personal touch is greatly appreciated and makes it easy to have open communication. This is a team that can be trusted.