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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Chico, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Five-Step Process

<span>Discover</span>

Discover

We start with asking questions to learn what is important to you and give you a different way to think about your financial situation.

Define

Define

We help you to Prioritize, Qualify & Quantify your goals for each turning point of your life.

Educate

Educate

We educate you on the options that best fit your situation and how they will impact your ability to achieve your goals.

Implement

Implement

We provide guidance to help provide you with the confidence and clarity to take action and implement the solutions that will help you achieve your goals.

Navigate

Navigate

We understand that life means change and at any time, you could reach an unexpected turning point. This means that we must review and adjust your plan as needed with personalized tools that will help you along the way.

Meet Our Team

What Our Clients Have To Say

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