At Chesapeake Wealth Management our approach is both simple and prudent. We manage your money as if it were ours, intelligently weighing possible risks against potential returns on a fully discretionary basis. This discipline has helped our clients chart a disciplined financial course through market highs and lows since 1973.
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 offers a complimentary comprehensive analysis of your current investment portfolio. We will validate your current strategy, provide a thorough “second look”, or share a fresh perspective based on the ever-changing economic environment. And, because this is a complimentary service, there is no obligation to you.
We also offer a uniquely comprehensive commitment to growing and protecting wealth. Your advisor will coordinate with your accountant and estate planning attorney to ensure that all of your plans are working together for maximum benefit.
Chesapeake Wealth Management has been helping our clients chart their financial course since 1973.