Who We Help

Business owners

Your personal wealth counsel team

We act as your personal wealth counsel team, working hand in hand with you to balance your personal and corporate needs while giving you more time to focus on your business.

Independent wealth counsel for successful business owners

Plan

Our experience and understanding of the complicated tax and succession issues affecting private enterprise owners ensures that both personal and business objectives are reflected in the customized financial plans constructed to secure desired future outcomes.

Optimize

We proactively monitor and update your financial plan and report on progress, accounting for any changes in your business or personal circumstances.

Transition

We collaborate with your other key advisors to plan for and execute an eventual business succession in line with your long-term goals and legacy objectives.

Stories

“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

Frequently Asked Questions

Key questions about our independent wealth
counsel for business owners.