Freedom is knowing
your wealth is in good hands
Navigate complexity with independent wealth counsel to manage, grow, and protect your wealth.
Why Clients Choose Us
Complexity simplified
We help you simplify your financial life by taking an integrated and holistic approach to planning and managing your wealth.
Tailored support
We dig deep to understand your unique needs and goals and customize our support to deliver results based on your definition of success.
Exclusive access
We provide exclusive access to investment opportunities, institutional pricing, and private asset exposure that are not available to typical investors.
Alignment of interests
Our partners invest their capital alongside that of our clients, paying the same fees and realizing the same performance, aligning our interests with yours.
Independence
We operate independently and are agnostic regarding asset classes and investment styles, allowing us to focus fully on what’s best for you.
Multidisciplinary team
Our team brings together experienced professionals with varied expertise, which powers our holistic approach to integrated financial planning.
Collaborative approach
We collaborate closely with your lawyers, accountants, and other key advisors to ensure coordination and clear communication aligned with your goals.
Long-term partnerships
We build strong, long-lasting relationships with our clients based on a foundation of transparency, integrity, and care.
Building trust over generations
Chronicle Wealth Highlights
Our independent approach to wealth counsel and our client-centric focus put your needs and goals at the forefront of everything we do.
$800M+
assets under management
100%
of our clients are referrals
99%+
client retention rate
Holistic Support, Customized Service
We provide sophisticated investment, tax, risk management, and estate planning solutions designed to help you accomplish your most important financial objectives.
Our Values
Client focus
We prioritize the needs and goals of our clients, tailoring our services to their specific circumstances.
Integrity
We uphold the highest ethical standards and act with honesty and transparency.
Excellence
We strive for excellence in everything we do, from our investment strategies to our client service.
Teamwork
We believe that collaboration and teamwork are essential to achieving our clients' goals.
Your Personal Wealth Counsel Team
Our mission is to simplify and improve our client's financial lives. We enable them to focus on their families, their business and their passions. We offer a more personal take on wealth management, driven by your distinctive definition of success.
Our experienced team of multidisciplinary professionals bring deep expertise to every financial decision, ensuring a holistic approach that aligns with your unique goals.