Bringing experience and insight to a vision for your future
The Chase Group of Wells Fargo Advisors provides high net worth families with comprehensive wealth planning. Our services help clients manage their core wealth to support their current lifestyle as well as preserve legacy wealth for future generations and philanthropy.
Our objective is to help our clients build, manage, preserve and transition their wealth. To accomplish this, we provide consultative wealth management strategies that help individuals and families define and share a vision for financial success. We then take the appropriate steps toward the developing a plan to help clients achieve their goals with confidence and anticipation for the future.
David Chase, Managing Director-Investments, sat in the leadership chair of a third-generation family business. He helped his own family exit the business with an eye on protecting the previous generation’s retirement and ensuring the result was right for the stakeholders involved. This experience and viewpoint is one of the cornerstones of The Chase Group’s approach to wealth management.
The Chase Group has more than 60 years of combined experience along with access to a team of specialists that leverage the vast resources of Wells Fargo Advisors. We take a multi-generational approach to planning and regularly coordinate our advice with other family counselors such as attorneys and accountants. The result is a holistic, personal approach to providing clients with guidance across many aspects of wealth planning.