What's Important to You is Important to Us
We Want You to Achieve Financial Freedom. Together We Can Make that Happen.
As your financial advocate, we’ll provide you with a tailored wealth management experience by consulting with you in all aspects of your financial life. We offer the most personal service available and strive to create financial stability and security for you while helping you to achieve your goals and dreams.
Start planning your path today.
Ways We Help Our Clients
Every person’s situation is unique. By taking the time to get to know our clients, we’re able to help them with their specific problems. Here are some common services we provide, however the list is endless. Let us work with you to figure out what we can help with!
Personalized Financial Consulting
We are here to help you with whatever financial situation you are facing. There is no financial subject we can’t help with.
Investment Management
Let’s work together to choose an investment strategy that’s right for you. Your success is our top priority.
Financial Planning
Planning for your future is a priority for us. We would love to help you get to where you want to be.
Estate Planning & Management
We’re here to help make estate planning and estate management as easy on you as possible.
A Team That's There For You
Here to Help you Navigate All Planned and Unplanned Financial Situations
You don't have to figure it out alone.
A Relationship with Chaney Capital Means...
…I will be treated holistically.”
At CCM we understand that your finances are about more than money; your finances are about you, your situation, and your plans.
…I will have a plan for my finances.”
The tailored Financial Plans that we create, and constantly update for our clients sets us apart from other firms.
…I always have someone to call.”
Unplanned financial circumstances can and will come up. However, when the unexpected happens, you can rest in confidence that we have either already planned for it and/or are able to navigate it with you.
…I will have a more successful financial situation.”
Everybody’s version of financial success is different. Regardless, working with CCM will ensure better financial outcomes. When you partner with us, you can depend on a team of people advocating for your success.