Individuals & Families

Your personal wealth counsel team

We act as your personal wealth counsel team, working closely with you to implement a holistic financial plan tailored to your unique personal or family needs.

Independent wealth counsel for successful individuals & families

Plan

We use the expertise of our multidisciplinary team to develop a tailored plan with sound strategies aligned with your financial goals and best interests.

Grow

We proactively implement, monitor, and update your financial plan to grow your wealth in line with your objectives and report on progress.

Secure

We plan long term to preserve your wealth and secure your legacy for the benefit of future generations and the causes you hold dear.

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

Frequently Asked Questions

Key questions about our independent wealth
counsel for individuals and families.