CW
Chessman Wealth Strategies
Your Trusted Partners in Financial Success
5(5 reviews)
Business
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Your Trusted Partners in Financial Success
Chessman Wealth Strategies is a premier financial consulting firm located in Dallas, TX, dedicated to helping clients achieve their financial goals. With a focus on personalized service, the team at Chessman takes the time to understand each client's unique needs. They provide expert advice on investments, tax planning, wills, and trusts. With a perfect 5-star rating, clients appreciate their responsiveness, integrity, and commitment to offering a family-like experience. Whether you're looking to optimize your investments or ensure your financial well-being, Chessman Wealth Strategies is here to partner with you.
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Personalized investment strategies with clear explanations and ongoing monitoring to optimize returns based on your risk tolerance and goals.
Comprehensive planning for 401K, Social Security, and other retirement accounts to ensure a secure financial future.
Expert advice on wills, trusts, and tax planning to protect your assets and minimize liabilities.
Review and optimization of coverages for homes, autos, and other needs to provide financial security.
Collaborative sessions to define and track financial objectives with regular check-ins and adjustments.
Chessman Wealth Strategies has been my financial advisor for over 25 years. Their service has been quite helpful to me. My investments are outlined in detail and the investment strategy explained clearly. They operate from integrity and seem genuinely interested in me as a person, not just another client. I highly recommend this team and their services.
We have been with Chessman Wealth for about seven years. We have always been extremely pleased with their services! They are very thorough, helpful, and always kind and patient - while helping us to navigate and understand our strategies, and where we are with our investments. They have extremely high moral values, and generously support local charities. We highly recommend them!
We have been working with Chessman for over 15 years. We like the periodic visits to check in and make sure we are hitting our goals. Their risk assessment surveys are particularly helpful in directing how we invest our funds. Chessman will explain why certain strategies are best for different economic times. They have been very helpful in making sure we have the best coverages for our house and autos. They also keep up with the latest rules regarding 401K, Social Security, and other investment areas.
Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well being. A great group of people!
Wade, Brandon, and the entire Chessman team are beyond unbelievable. They set the bar so high and after many years, no one has come close. They are super responsive! That’s a huge win for us. And they make us feel like a partner - not a client as we work together on our financial plans. They are also super attentive, remembering special holidays, vacations, interests, etc. We feel like part of the Chessman family. And they make financial planning fun! We laugh and tease and have fun at all our meetings. We definitely recommend Chessman to anyone.
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