Services
To simplify your life, you’ll find everything you need to plan – and execute – your successful strategy at Chesme. We know our role is to help clients achieve their objectives through education, focus, planning, and discipline.
Our mix of services is distinctive to Chesme because of our years of experience working with clients just like you. From the first meeting we would like to show you the difference.
Portfolio Management
Retirement Planning
Trust and Estate Planning
Financial Reporting
Portfolio Tax Minimization
Risk Mitigation
In order to deliver a portfolio designed to achieve every client’s individual objectives, we understand your road map, including:
Where you are today – your balance sheet
Where you want to go – your retirement or financial objectives
How you are going to get there – your cash flows, financial plan, and estate plan
This scientific process will determine how much return – and associated risk – you must take to arrive at your destination.
Client Experience
Every client experience is unique. That’s why we’ve developed an approach that’s flexible enough to meet each client’s diverse objectives. Whether you come to us for advice on retirement, philanthropy, tax, or multi-generational estate planning, we have the resources to meet your needs and the desire to make a difference in your life. Some of the common elements in our client experience are:
Discovery
A conversation about what’s important to you. This is the first step in helping us understand your goals, values, and concerns. This is an opportunity for you to learn about our Firm and our philosophies, and determine if we are a good match.
Consultation
We learn more about your goals, collect relevant documents, and construct a picture of your current situation.
Strategy
We build a handful of recommendations for review, comparison, and discussion. We will explain the strengths, weaknesses, and tradeoffs among the recommendations.
Execution
If we agree on a final strategy Chesme will coordinate with any of your other professionals. We prepare all required documents and begin implementing your plan.
Review and Collaboration
We continuously monitor your plan and hold regular meetings to discuss any changes to your life that might affect your plan. During these meetings we discuss market performance and progress towards your goals. If needed, we make adjustments to your investment portfolio, risk mitigation products, and/or estate plan.