Whether you’re twenty years out or currently living in retirement, the Chesapeake Wealth Advisors team can help you plan for and assess your current retirement strategy to help ensure your assets will last through your lifetime. Our practice is one centered on your financial plan and emphasizes tax efficiency and planning for your lasting legacy.
Our focus is on understanding your personal goals—where you want to go in life and what you want to achieve. Due to the customized and high-touch nature of our practice, new clients typically have at least $1 million in investable assets.
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