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“Wealth preservation is not about what you make, but what yo By knowing where you are and where you want to go, we can he “Only when the tide goes out do you discover who’s been swim

Chesapeake Capital Management

Our lives are an ever-evolving journey, from growing a family to changing careers and beyond. At Chesapeake Capital Management, our goal is to help hardworking individuals and their families soundly navigate changing tides, so they can arrive at their destinations when and how they desire. Our team has over 70 years of combined industry experience and can provide the strategies, financial management, and steadfast support that guide you toward your goals in every life stage. 

50 Things: What a Professional Financial Advisor Does For You

50 Things: What a Professional Financial Advisor Does For You

  • Financial Planning
  • Investments
  • Taxes
  • Person-To-Person

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Personalized Service That Supports Every Generation

When you work with our team, you have united support from professionals collaborating to achieve a common goal: your financial dreams. We believe that wealth management involves more than creating a financial plan — you must connect every piece of your life to the financial goals you hope to achieve. For our team, the ability to support you with meaningful service begins by helping you find answers to critical financial questions, such as:

  • Is your investment portfolio professionally managed? If not, you could be missing opportunities to help maximize your financial life.
  • Do you need to save for retirement but don’t know where to start? From young professionals to pre-retirees, we can help you build the income you need, no matter how many years you have until you retire.
  • Do you want to leave assets to your loved ones with tax-free strategies but don’t know how? Our tax-planning services can help you meet your goals with personalized care.
  • Do you have a strategy in place to ensure long-term care costs don’t erode your assets? We can provide you with access to alternative financial solutions that help safeguard your money.
  • Are you maximizing your Social Security and pension benefits? We can help you build a plan to make the most of your retirement income.

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