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 Mitigation

Tax 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.

Education Planning

Education Planning

  • If you have children, we know that planning for their college is a source of stress and uncertainty.
  • We help you by providing a customized education plan so you know how much you need to pay for college.
  • We also partner with specialists who can help navigate the difficult application and financial aid processes to ensure that your children get the education they deserve.

Estate Planning

Estate Planning

  • 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.

Retirement Planning

Retirement Planning

  • The first step in a real retirement plan is to help our clients start visualizing what their unique retirement would look like.
    • At what age will you retire?
    • Where will you live?
    • How much income will you need or want?
  • After we know your goals, we recommend a plan to save for those goals.
  • But the plan is not static. It evolves as you and your family do and we re-revisit it every 5 years, or when something changes.

Risk Management

Risk Management

  • 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.

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?

Employee Benefits

Employee Benefits

  • 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.