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A Delaware Wealth Management Team- Local Relationships. Broader Resources.
We believe where you receive financial advice still matters.
Chesapeake Wealth Advisors is deeply connected to Delaware and the communities we serve. Our clients value having experienced financial professionals who are accessible, understand their community, and can sit across the table with them when important decisions need to be made.
That local relationship is strengthened by the resources and capabilities of Janney Montgomery Scott, an established financial services firm whose history traces to 1832.
The result is a distinctive combination:
A local Delaware wealth management relationship backed by the resources of Janney.
We strive to be a trusted source of financial education, perspective, and wealth management guidance for Delaware families, retirees, business owners, executives, and community leaders.
Our Approach
Understand. Plan. Coordinate. Evolve.
Understand
We start with your life—not your portfolio. We want to understand your family, priorities, concerns, opportunities, and definition of financial success.
Plan
We bring investments, retirement, income, taxes, estate considerations, risk management, and other financial priorities into one coordinated strategy. Coordinate complex wealth often requires multiple professionals. We can collaborate with your CPA, attorney, and other trusted advisors to help keep everyone focused on the same objectives.
Evolve
Financial planning isn't a one-time event. Markets change. Tax laws change. Families change. Your priorities change. Your wealth strategy should evolve with them.
Who We Serve
Our approach is particularly suited for people whose financial lives have become increasingly complex, including:
Retirees & Pre-Retirees-Transitioning from accumulating wealth to creating sustainable retirement income.
Affluent & Multigenerational Families-Coordinating investments, taxes, estate planning, gifting, and wealth transfer.
Business Owners & Entrepreneurs-Connecting business decisions, personal wealth, retirement, succession, and legacy planning.
Executives & Professionals-Managing investments, retirement benefits, concentrated positions, taxes, and long-term financial independence.
Individuals Experiencing Financial Transitions- Navigating retirement, inheritance, business sales, loss of a spouse, or other significant life events.
Why Chesapeake Wealth Advisors?
One Relationship. A More Complete View of Your Wealth.
You shouldn't have to make your most important financial decisions in isolation.
At Chesapeake Wealth Advisors, we bring together personalized advice, comprehensive financial planning, investment management, retirement income strategies, tax-aware planning, and legacy considerations to help you see the bigger picture.
We believe the strongest wealth management relationships combine three things:
Personal relationships. Thoughtful planning. Powerful resources.
That's what we strive to provide every client.
Let's Talk About What's Next
Whether you're approaching retirement, evaluating your tax strategy, preparing to transfer wealth to the next generation, or simply wondering whether your financial life could be better coordinated, a conversation is a good place to start.
Let's talk about where you are today, where you want to go, and what your wealth needs to accomplish along the way.
Start Your Financial Conversation
Chesapeake Wealth Advisors of Janney
Local relationships. Comprehensive advice. The resources of Janney.
For more information on the scope of consideration for referenced industry awards or accolades, please visit https://janney.com/awards-disclosures.
