Connect with us: info@chroniclewealth.com

The Chronicle Difference

Your family is unique – in its history, its goals and its potential.

We offer a different take on wealth management, driven by your unique definition of success.

01 Focus on Client Objectives
02 Integrated Planning
03 Investing with Purpose
04 Clear, concise and meaningful reporting
05 Independent Advice
06 Alignment
Meet our Team
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Focus on Client Objectives

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.

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Integrated Planning

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.

  • Step 1

    Understanding You, Your Family and Your Assets

    • Goals & objectives
    • Family structure
    • Net worth
    • Income needs
    • Financial structures
    • Business structures

  • Step 2

    Designing the Plan

    • Tax planning
    • Income planning
    • Investment management
    • Insurance and risk management
    • Estate and wealth distribution planning
    • Business and succession planning

  • Step 3

    Implementing & Ongoing Review

    • Implement tax-efficient strategies
    • Measure progress to plan
    • Clear, meaningful reporting
    • Continue to identify important issues and opportunities
    • Adjust as necessary
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Investing with Purpose

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.

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Clear, Concise and Meaningful Reporting

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.

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Independent Advice

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.

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Alignment

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.