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Who We Help

Tailored strategies for unique circumstances

We help successful individuals, families, business owners, and professionals manage, grow, and protect their wealth so they can enjoy the freedom that comes with financial clarity and peace of mind.

Stories

“Previously, we were unsure about how we were doing financially and how best to manage our wealth. The Chronicle team has given us greater peace of mind.”

David & Susan, Married, Near retirement

“The lack of succession and contingency planning posed a huge risk for my business. With Chronicle’s help, we are now much better protected and prepared.”

Robert, Business Owner, Three kids

“I knew I should be doing more to manage my finances, I just didn’t have the time. Now, I have a clear plan and more time to focus on my family and my career.”

Gillian, Partner, Professional Services Firm