It was in April 1973 when Douglas Monroe, Jr., then CEO of Chesapeake Bank, asked Thomas Denegre, Jr., a trust officer at Virginia’s oldest bank, Burke & Herbert in Alexandria, to head up the Northern Neck's first full-service trust department. Today, Chesapeake Wealth Management offers a host of in-house investment, trust and fiduciary services with more than $300 million in assets under management.
At Chesapeake Wealth Management our highly credentialed and experienced trust and investment team offers a uniquely comprehensive commitment to growing and protecting your wealth. Because all of CWM’s portfolio managers, trust officers, and decision makers are under one roof, they are available to meet with you on your schedule to customize and manage your portfolio according to your specific needs and financial objectives. There are no cookie-cutter approaches or phone trees to navigate.
CWM’s trust and estate services complement our investment counsel, resulting in fully dimensional wealth management. We offer a wide variety of fiduciary options which provide the long-term advantages of professional, full-time supervision of your assets throughout your life, and ensuring that your legacy is passed down privately with minimal taxes, delays and burdens for loved ones.
Our skill and judgment in handling the complex and demanding tasks of estate settlement is complemented by deep local knowledge, professional connections, and a longstanding dedication to our community. We can protect your assets, help dispose of real estate and other valuable property, and lift a burden from your loved ones. Best of all, this premium level of hands-on wealth and trust services is right here in Greater Williamsburg, the Northern Neck and Middle Peninsula. So when you're ready to begin your journey, let CWM help you chart your course.
CWM's highly credentialed and experienced trust and investment team offers a uniquely comprehensive commitment to growing and protecting your wealth.