Why Chronicle
Why Chronicle
Simplifying your financial life
Chronicle Wealth is an independent wealth counsel firm that works hand in hand with clients to help them lead rewarding lives. With an integrated team approach, we translate complexity into clear strategies that deliver meaningful and measurable wealth outcomes aligned with your goals.
$800M+
assets under management
100%
of our clients are referrals
99%+
client retention rate
Why clients choose us
Our values
Our values form the bedrock of our firm. From our long-term vision to our day-to-day interactions, these values guide our efforts to build strong relationships, provide exceptional service, and deliver meaningful results.
Our people
We serve our clients with deep expertise and a collaborative, caring approach.