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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Retirement Planning |
$100 - $200
Call to Book
|
Estate Planning |
$150 - $300
Call to Book
|
|
Tax Planning |
$200 - $350
Call to Book
|
|
Investment Management | Portfolio Management |
$150 - $300
Call to Book
|
Investment Strategy Development |
$100 - $250
Call to Book
|
|
Wealth Management |
$200 - $400
Call to Book
|
|
Client Advisory Services | Financial Advisory |
$50 - $150
Call to Book
|
Ongoing Consultations |
$75 - $120
Call to Book
|
|
Risk Assessment |
$100 - $200
Call to Book
|
Chessman Wealth Strategies strives to help you make wise financial decisions, allowing you to live more, lose less sleep, and use God's resources more effectively. CWM, LLC, is a registered investment advisor offering investment advisory services. This profile does not reflect CWM, LLC's views. It has not been audited by CWM, LLC for accuracy and completeness. We are only interested in solving the mystery of your money. We don't care if you have hundreds of thousands or millions invested with us. More important is that you can see the source of your fortune and explain to your friends why you chose this strategy. Schedule an appointment with us today if you are sick of the confusing financial world.
 
Chessman Wealth Strategies' values and virtues shine through all the reviews. The team is being commended constantly for having passion for the work, caring for the clients, and being truthful. All the reviews from the clients have spoken highly about the level of trust, which goes to show that the relationship between them and the company is good, and the standards are excellent. The clients describe the financial advisors as professional and knowledgeable. They are satisfied with the fact that the advisors consider their values in deciding on anything. The advisors do not only manage the investment accounts, but they generously take care of other financial factors that the clients might not even have thought about. The clients are happy with the good results given by the advisors. The advisors communicate frequently with the clients. They give clear details on the performance of the accounts. The clients are free to raise questions, and they get clear answers. The reviews have transparency, punctuality, and security as the most satisfying aspects of Chessman Wealth Strategies.
 
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