Our Services

Chastain Wealth works with our clients to focus on 4 main areas of their financial health:

Chastain Wealth helps our clients with:

Investment Management

Investment Management

Chastain Wealth helps you focus on what really matters for long-term investing:
  • Diversification
  • Disciplined rebalancing of accounts
  • Asset Allocation/Location
  • Tax and Fee Mitigation

Tax Planning, Preparation & Mitigation

Tax Planning, Preparation & Mitigation

  • For most of our clients, their largest expense is not their mortgage or their credit card bill—it’s their taxes.
  • Depending on your particular situation, we identify opportunities to legally and ethically lower your tax bill.
  • We do this by looking at your overall financial situation, of which taxes are usually a very large part.
  • We partner with CPAs to stay on top of the ever-changing tax environment to make sure you pay your fair share but no more.

Elder Care Strategies

Elder Care Strategies

  • Caring for aging loved ones can be challenging.
  • Our Elder Care Team will counsel and assist you in making decisions, such as transitioning them to a care facility or finding home health care.
  • We also work with a downsizing and move specialist when the time comes for a move.

Executive Compensation

Executive Compensation

  • Our clients, who work for large and small corporations, have to make decisions about a long list of options and benefits that the companies offer.
  • Some of these benefits are extremely valuable and some perhaps not so much.
  • Chastain Wealth assists our clients in choosing health insurance, long-term disability, how much and what to save in company 401ks/403bs, and how to handle stock options and company stock.

Insurance

Insurance

  • Insurance, when used properly, can be an amazing tool to protect both your assets and your income.
  • Chastain Wealth does not sell insurance, nor do we make any commission by recommending any insurance product.
  • What we do is objectively analyze your risks and recommend solutions to address the risks of your particular situation.

Estate Planning & Wealth Transfer

Estate Planning & Wealth Transfer

  • Every person needs a plan for what happens to them and their family upon death or incapacitation, including, healthcare decisions, who will receive or handle your assets, who will raise your children, and who gets your dog.
  • We partner with estate planning attorneys to make these plans for our clients.

Business Sale & Valuation

Business Sale & Valuation

  • Successful Business owners often need help in preparing their company for a sale or devising a succession plan.
  • We have a team of independent experts that help value your business and help you transition/sell it so you can enjoy the next phase of your life.
  • We also have a Family Business Psychologist who will work with your family to devise a plan for a family business in which all family members agree.

School & College Advising

School & College Advising

  • The college selection and admission process is competitive and stressful.
  • Our team of education experts begin working with teens in high school to recommend the best courses, identify prospective colleges, recommend specialized test prep, and make other important recommendations to make the college application process as stress-free as possible.

Professional Trustee & Executor

Professional Trustee & Executor

  • Picking the right person to handle your Trust or administer your estate can be one of the most important decisions you make.
  • We work with professional trustees and executors who have the experience and  expertise to handle your affairs upon your passing.
  • We also have an after-loss consultant that will help you to handle your loved ones affairs upon their passing.

Other Financial Advice

Other Financial Advice

  • We advise clients on anything that can impact their financial life. .
  • Should I refinance my mortgage?
  • Can you help me with budgeting?
  • Should I be buying that second home?
  • How much house can I afford?
  • Can I quit my job and start another one? (hint… yes you can)
  • Should I lease or buy my car?