Wealth Management

Wealth Management

 

The more your personal values guide your financial and legal affairs, the more prepared you'll be for the future.

Wealth Management: Steady Progress Toward Your Long-Term Goals

Chancery Financial's goal is to help you reach your long-term goals, and our wealth management service keeps us on track to do that amid the competing priorities.  We help you by coordinating the input from all of the finance and legal professionals you work with so that you can see steady progress toward your goals.  Chancery Financial offers the insurance, planning and investing resources you need in one place.  We also advise on items relating to business planning, banking relationships, and philanthropy.  Just as important, we work closely with and coordinate the input from your CPAs and attorneys on tax and estate planning items.  We can refer you to attorneys and CPAs that we currently work with, if you are not currently working with a particular professional.* 

 

The Challenge: Seeing the Long-term Amid the Details  

Our wealth management service helps you prioritize input and demands from outside professionals so that you don't lose sight of your long-term goals.  It's easy to get overwhelmed by myriad demands and competing input from attorneys, CPAs, bankers and insurance professionals.  Each of these has an expertise in a single part of your financial or legal life, but none of them is focused on the big picture of your long-term goals.  This is where our wealth management service is valuable.  

 

Chancery Financial's Wealth Management Service Prepares You for Life's Ups and Downs

The first step is to sit side by side with you to create a tailored menu of most important priorities and then lays out a timeline to address these items over a 12-18 month period.  Second, the menu and timeline are continuously updated on an on-going basis.  Third, as the initial menu of goals is completed, we begin a regular review of key life milestones and priorities.  The key benefit of this approach is that it helps to foresee and plan for key moments in life, some expected but some un-expected.  The more your financial values guide your financial and legal affairs, the more prepared you'll be for the future.  

*Chancery Financial Advisors and its representatives are not licensed tax professionals or attorneys.

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