Wealth Management Process

Our Comprehensive Wealth Management Process 

Wealth management means much more than picking stocks and mutual funds. To be effective wealth management should be a long-term process. Investment management is just one element of the wealth management process at Chessman Wealth Strategies.

Our wealth management process is broken into three areas:

  1. Investment consulting
  2. Advanced financial planning
  3. Client relationship management
A good client relationship is our core

Managing a close client relationship is key to our wealth management process both early on and throughout the engagement. Through our initial consultations, we learn about you––your unique financial situation, risk tolerance, and current and future financial and life goals. This helps us create an effective financial plan that can be addressed through investment management consulting and advanced financial planning techniques including asset protection, wealth transfer, and charitable giving.

As we carry out your long-term financial plan, we keep track of the changes in your life and how they may affect your plan. For example, a divorce, a child in college, or a death in the family may require adjustments to your plan to keep it on track and assure your wealth lasts you throughout your life.

Protecting your wealth is as important as building it

As you build your wealth, we help you make sure it is protected so that it will last throughout your life and be effectively passed on to loved ones.

Overlooking asset protection as part of a comprehensive wealth management process is a common mistake that can end in disaster. Without proper asset protection, you risk your nest egg being taken by creditors, chipped away at by taxes, or cut in half when you pass it along to heirs.

We can help maximize your wealth-building efforts by investing in tax-efficient investment vehicles, and utilizing effective estate planning to transfer wealth to heirs while minimizing estate taxes. Anyd by helping you fulfill your charitable giving goals, we can help you leave a legacy of goodwill for the causes that you’re passionate about.


Contact us for a no obligation wealth management consultation.

Learn the benefits of working with a Certified Financial Planner™.

Learn about our services:

Chessman Wealth Strategies
Comprehensive Wealth Management Services
7557 Rambler Road, Suite 1010
Dallas, Texas 75231
(214) 572-2120