Chesapeake Wealth Management provides premium trust and estate services to complement our investment counsel, resulting in fully dimensional wealth and trust management. Our fiduciary team includes an estate planning attorney with over twenty years in private practice.
As professional trustees and executors, we act from a neutral, unemotional and independent standpoint, which is invaluable in family situations. We can relieve loved ones of burdensome administrative duties and liabilities and remove any concerns about a trustee or executor vacancy or “revolving door.”
Chesapeake Wealth Management offers a wide variety of fiduciary services, all of which provide the advantages of professional supervision of your assets throughout your life, minimizing taxes and delays upon death, and protecting loved ones' inheritances from “creditors and predators.”
Our skill and judgment in handling complex estate matters is complemented by deep local knowledge and professional connections. We work closely with estate planning attorneys and accountants to ensure that clients leave behind the legacy they intend. Chesapeake Wealth Management will help protect assets, sell real estate and other valuable property, and lift burdens from your loved ones, especially during a time of grieving. We combine the highest level of professional services with a counseling-oriented approach and caring touch, lending dignity and peace of mind to our clients and the estate planning process.
Chesapeake Wealth Management works closely with estate planning attorneys and accountants to ensure that clients leave behind the legacy they intend.