Chastain Wealth Management

Chastain Wealth Management, LLC.

We are a Virtual Family Office in Sandy Springs, Georgia. Our clients have issues involving the taxes they pay,
their investments, and how to transfer their wealth to the people and organizations they care about most.
We help our clients solve those issues. We have an elite team of vetted high-end specialists such as
attorneys and accountants that provide solutions about how to grow and protect their wealth.

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Wealth Preservation

The number one concern of high net-worth individuals is protecting the wealth they've worked hard to build.
We help ensure our clients assets are not unjustly taken.

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Wealth Enhancement

Growing your money smartly is one of the main missions. Our strategic partner helped manage a $20 billion
pension fund. Chastain uses similar, institution-level strategies to invest your money, reduce taxes, and lower risk.

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Wealth Transfer

Take care of your heirs by passing your assets to loved ones with minimal difficulty and cost.

THE CWM PROCESS

Charitable Giving

Make meaningful gifts to charity in the most impactful way possible.

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Our Team

We have a team of highly credentialed fiduciary
professionals that deliver world class financial advice.

Larren C. Odom, MBA, CFP®

Wealth Manager

Cory M. Norpel, B.A.

Operations Director

Marc M. Girardot, MBA, CFP®

Wealth Manager

David Barfield

Associate Wealth Manager

Meet Our Team

We help executives and business owners get off the escalator of success and start living the life they truly want. Our firm works with a small number of wealthy, successful families and individuals upon whom we can have a huge impact. We use a consultative process of two, no pressure meetings to help identify where you are today, where you want to go and any gaps that might exist.

Chastain Wealth Management

What We Do

Investment Management

Tax Mitigation

Education Planning

Risk Management

Retirement

Estate Planning

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