Testimonials

“Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well-being. A great group of people!”

“Sean is always very helpful to keep us informed & answer our questions. We really appreciate his expertise and diligence. You will never meet a nicer guy & I have total trust that he is taking care of our money.”

“Wade, Brandon, and the entire Chessman team are beyond unbelievable. They set the bar so high and after many years, no one has come close.

They are super responsive! That’s a huge win for us. And they make us feel like a partner – not a client as we work together on our financial plans.

They are also super attentive, remembering special holidays, vacations, interests, etc. We feel like part of the Chessman family.

And they make financial planning fun! We laugh and tease and have fun at all our meetings. We definitely recommend Chessman to anyone.”

“We have been working with Chessman for over 15 years. We like the periodic visits to check in and make sure we are hitting our goals. Their risk assessment surveys are particularly helpful in directing how we invest our funds. Chessman will explain why certain strategies are best for different economic times. They have been very helpful in making sure we have the best coverages for our house and autos. They also keep up with the latest rules regarding 401K, Social Security, and other investment areas.”

“Sean and Wade are very professional in their business. I have enjoyed working with them over the years. They are both able to eplain everything so well and make it easy to understand. Keep up the great work!”

“I have worked with Chessman Wealth Strategies since 2016 when I found myself in need of getting my mother in laws estate in the right hands. Wade’s kindness, integrity and Christian Values were just what we needed. I have since moved my families book to their firm and continue to receive the same experience from he and his staff. I have worked with everyone in that office and the thing that remains constant is everyone’s values align with the mission of the firm.”