Chessman Wealth was recently featured in D Magazine’s list of Top Wealth Managers in the Dallas-Fort Worth area – a distinction selected by a panel of local wealth managers, meaning every firm appearing on the list is considered as best among their peers.
The Fort Worth area alone has nearly 1,500 financial advisors, but only 50 firms appeared on D Magazine’s list. With 18 years in existence, and an impressive client-to-advisor ratio, Chessman Wealth easily qualified for consideration for this prestigious award. The panel of local wealth managers chose Chessman Wealth for inclusion on this list based on a variety of factors, including, but not limited to:
- Client retention rate
- Time in business
- Total assets under management
- Fiduciary status
This award is a reflection of Chessman Wealth’s dedication to the Dallas-Fort Worth community.