WEALTH MANAGEMENT

Our clients hire us to do 3 things:
  • To bring creative design ideas to the table in the areas of income, estate, and gift tax savings, as well as wealth accumulation and wealth protection.
  • To coordinate and collaborate with their existing advisors, typically attorneys and CPAs.
  • To act as the catalyst to get things done.

At Chichester Financial Group LLC, we pride ourselves on being process-oriented, not product-oriented.  We are a comprehensive fee-based, wealth management firm.  Our main focus is to coach each client to make informed and intelligent decisions regarding their wealth.  We primarily assist clients in clarifying their visions for their “ideal future.”  To do this, we assess and analyze where they really are now, and then develop a written strategic plan with specific action steps that may help guide our clients to their stated vision. 

Investments

Mutual Funds

ETFs

Separately Managed Accounts

Variable Annuities

Fixed Annuities

Indexed Annuities

Account Types

Individual

Joint

Trusts


IRAs:

Traditional

Roth

SEP

Simple

Inherited

Educational


Financial Planning

Retirement

Estate

Income

Budgeting

Insurance

Tax Strategy

Education

Life Insurance

Life

Disability Income

Long-Term Care

Property & Casualty


Insurance products are not offered through Dynamic Wealth Advisors.  This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic.

We don’t just hand our clients a financial plan and then put the onus on them to implement our recommendations—we personally supervise that each agreed-upon recommendation will be implemented in the coming year.

If you are looking to partner with a credentialed, caring, and seasoned wealth management firm, please contact us!

staff@chichesterfinancial.com   |  (602) 821-4877

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