Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Chessman Wealth Strategies, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Chessman Wealth Strategies we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Comprehensive wealth management begins with understanding your unique financial situation and goals. Learn More
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Learn more
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Learn more
We provide holistic financial planning services to clients throughout Texas and many other states from our office in Dallas. Learn more
Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. Learn more
Business planning focuses on issues specific to business owners and shareholders. Learn more
Please provide your name and email and we will have an advisor contact you.
Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you. We are a wealth management firm based in Dallas, Texas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Chessman Wealth Strategies is headquartered in Dallas, Texas. Contact us today to speak with a wealth advisor or financial professional nearest you.
Chessman Wealth Strategies’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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