Chancellor Wealth Management
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Chancellor Wealth Management
Most people have a hard time getting clarity and peace of mind regarding their financial future. Serving as your fiduciary, we offer financial planning and investment management services that are designed to help you achieve your most important financial goals. We invite you to contact us to learn more about our philosophy and how we might serve you.

Based in Atlanta, we have served as a trusted financial partner and guide for clients across the country since 2002. While we maintain a traditional full-service office, we are also well-equipped to also serve as a virtual office for clients that need to meet remotely. Whatever your situation, we stand ready to serve you with your wealth management needs.
Services
We invite you to a complimentary meeting at our office or by phone to explore any questions you may have about our philosophy or our process. We listen first to your objectives and concerns and then work with you to develop your next steps once we are engaged. We utilize MoneyGuidePro(R), an award-winning financial planning technology, to formulate a strategy to reach your goals.
As your fiduciary, we customize an investment strategy that is tailored to you and your specific needs. We also want to help you understand what types of investments you hold and why you hold them. Take a tour of our secure Client Portal, supported by Black Diamond(R) Wealth Platform, an award winning and high respected technology in the industry.
Whether you are an established business owner or looking to start your own venture, we can help. As fiduciaries, we specialize in helping business owners formulate their overall plan and help them build personal wealth in the process. We advise on business formation, acquisition, succession planning, risk mitigation, and setting up/managing group benefits including 401k or related plans.
When you experience the loss of a loved one, the question of what to do next can quickly arise. And whether your loss was unexpected or prepared for, one thing always stays the same - you could use a helping hand. As you begin to pick up the pieces, we lend a steady, guiding hand to walk you through these next difficult days.
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