Welcome to Chancellor Wealth Management
Specializing in Financial Planning & Investment management- Atlanta, GA
Most people have a hard time getting clarity and peace of mind regarding their financial future. We are here to help. Serving as your fiduciary, we offer financial planning and investment management services that are individually tailored and always designed in your best interest.
By combining our decades of experience along with industry leading technology, we exist to provide a lasting fiduciary relationship, helping you to achieve your personal and financial goals. We invite you to explore our site to learn more about our philosophy and how we might serve you and your family.
Discover Our Approach
There are many reasons for seeking out a trusted financial partner - retirement planning, selling a business, raising a family, inheritance, planning for college. As CERTIFIED FINANCIAL PLANNERS™, we believe that successful financial planning is not a one-time event, but a process based on years of a great working relationship. As a father & son CFP® team, we offer a multi-generational perspective to providing professional insights to each client.
We Specialize in Serving
Empowering People Across the Country To Reach Their Greatest Goals.
Based in Atlanta, we have served as a financial partner and guide for clients across the country since 2002. While we maintain a traditional full-service office, we are also well-equipped to also serve as a virtual office for clients that need to meet remotely. Whatever your situation, we stand ready to serve you with your wealth management needs.