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A vision for the life you dream.

A plan to help take you there.

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 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.
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In 2022 through 2024 David Chase was recognized by Forbes magazine as one of their Best-In-State Wealth Advisors** in Illinois.
** 2024 Forbes Best-In State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on the time period from 6/30/22-6/30/23 ( Fee paid for use of marketing materials.  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22.  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research, LLC based on the time period from 6/30/20-6/30/21.  The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.