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The Chronicle Difference
We offer a different take on wealth management, driven by your unique definition of success.
Your goals are unique and deserve a custom strategy. We work with you to understand what you’re striving for and build a playbook to help you achieve it.
Your financial life doesn’t exist in isolation, so neither should your financial plan. We work closely with your tax and legal advisors in an integrated, collaborative process to design financial strategies aligned with all aspects of your life, including your goals, risk tolerance, tax situation, estate plan, business succession plan, and liquidity needs.
Our mission is to help our clients develop a greater understanding of why they are saving and investing in the first place. Most importantly, we want our clients to have clarity and control over their financial lives and feel confident in their overall financial plan. In order to meet the goals of our clients, we seek investment opportunities that go beyond the typical retail options. Using an open-architecture approach, we have access to alternative investments typically reserved for top institutional investors, as well as the best in traditional asset classes. En route to their goals, this allows our clients to reap the rewards of diversification, high active share and low volatility.
You lead a full and busy life, so you value clarity without complexity when it comes to keeping track of your financial situation. Our investment statements present a clear picture of your consolidated net worth and progress in your financial plan, including historical performance since inception in percentage and dollar terms relative to important benchmarks.
You want the best advice based on an objective assessment and thorough understanding of your situation. We are 100% independent and compensated only by our clients, allowing us to maintain an agnostic position regarding asset classes and investment styles.
With your family’s financial future on the table, you want to be confident that any advice you receive is fully aligned with your goals. Chronicle is advisor-owned and our money is invested in the same way as our clients’ money. This keeps us in complete alignment as we strive together for the best possible returns, for the appropriate risk, at the lowest cost.