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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Chico, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Four-Step Process

Discovery

Discovery

The Discovery phase helps us determine what is important to you and why. We also get a chance to explain our holistic approach to financial planning. This allows us to identify what your core values are that we then use to build your financial plan around.

Design

Design

The Design phase is where we start to develop a customized financial plan. It starts with reviewing your current financial situation, investments and short-term and long-term financial goals. Like a compass, this points us to a course of action.

Deploy

Deploy

The Deploy phase is where we decide upon a course of action after evaluating appropriate alternatives. The plan is implemented only after careful discussion, complete transparency and collaboration. It’s like having a financial road map to your goals.

<span>Ongoing&#160;</span>Due Diligence

Ongoing Due Diligence

The financial planning process is highly dynamic due to your life changing events. We will regularly review your financial plan making priority adjustments to your personal and financial decisions. Ongoing monitoring and review are critical pieces of a successful plan.

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Our Commitment

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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