Wealth Management

Reaching Beyond Asset Management

Wealth management reaches beyond asset management to plan how you want your hard work to impact your family and retirement. It is your plan and roadmap for the future.

Our Roadmap

At Chasefield, we are merely the architect in bringing your bring your dream to a reality. Legacy and retirement planning evolve over time as you and your family changes. It is not a static process and takes commitment to your vision.

Planning for the future is a challenging exercise at best. A plan and a roadmap will help you navigate the objectives of retaining and utilizing your collective assets. Planning to meet future needs whether they are for you, the next generation, charitable causes or just maximizing your estate takes careful consideration. We have multiple advisors helping you with estate planning, taxes, titling, family dynamics and asset management. How will you bring them together to create a cohesive path to your desired results? Who will take the lead in that process? Chasefield can lead or be part of that process. We have extensive experience in bringing trusted advisors together.

What is Wealth Management?

Wealth management is more than money! Most families deal with many changes throughout the course of life. Selling a business, personal life changes, and children growing up just to name a few. Wants and needs change. Your plan is a living document that needs constant attention and review. When life changes, your plan changes. This is not a one and done process.

At Chasefield we work with you to put your plan to paper and build the foundation for your future.

Featured Items

Inflation and Interest Rates – What next?

Inflation and interest rates are getting the headlines while the stock market continues to rise. Inflation has been sticky, but I do not see it accelerating much from here. Commodities have taken off over the last 60 days with gold and silver catching front-page press.

Election Report

Nothing today can be more controversial than politics. What is the old saying “never talk politics or religion”. The other side of that is long-term investing, Fed, and government policy matters. I’ve tackled plenty of Fed policy issues and have written extensively about such matters.

Economy on Edge

Early in 2024, I wrote that while many pundits felt we were entering a 1970s style stagflation, I wrote it felt more like 1999. In the first half of the year, it has played out much that way. That being said 6 months does not make a decade. There is still plenty of time left for stagflation to play out.