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Investment Management 

Combining Technology With Fiduciary Care

We designed our Investment Platform with You in Mind.  

As your fiduciary, we customize an investment strategy that is tailored to you and your specific needs.  We also want to help you understand what types of investments you hold and why you hold them.  

Our goal is to deliver the best total wealth management experience possible. Providing industry leading Technology is an important part of accomplishing that vision. 

Take a tour of our secure Client Portal, supported by Black Diamond® Wealth Platform, an award winning and high respected technology in the industry.  This mobile friendly portal integrates seamlessly with MoneyGuidePro®, our financial planning tool, to help us keep you informed to your investments and financial planning goals in real-time and on demand.  

Black Diamond® Client Portal

We Offer Our Clients:

  • Fiduciary Standard of Care
  • Customized Asset Allocation
  • Tax-Sensitive Investment Options
  • Concierge Style Service
  • Mobile 24/7 Access
  • Real-Time Financial Planning
  • On Demand Reporting
  • Consolidated Statements
  • Virtual Meeting Options
  • Intuitive Budgeting Tools
  • Charitable Giving Strategies

Through Chancellor Wealth Management, You’ll Gain Access To World-Class Technology. We're Here to Bring It All Together.

Our Partners Include:   

Are You Ready For A Custom, Tailored Wealth Management Experience?

Let's Talk

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