Chesapeake Wealth Management
97 North Main Street
P O Box 1419
Kilmarnock, VA 22482
(804) 435-3652
Get DirectionsContact Information
Main
(804) 435-3652
Toll-Free
(800) 653-9088
Who We Are
Independent wealth management firm. Provides estate planning, estate settlement administration, personal trust management, investment counseling, asset management program, and provides clients the necessary tools to make informed investment decisions. Offers financial planning assistance as it relates to income need, budgeting, retirement planning and wealth transfer (estate).
Who We Serve
Languages Spoken
English
Service Area(s)
Lancaster County
,
Mathews County
,
Middlesex County
,
Richmond County
Cost & Payment Methods
Payment Method(s)
Private Pay
Fee Structure
Call for Information
Age Requirements
18 and over
Family
No
Available 24/7
No
Intake Process
Telephone referral; walk-ins accepted.
Self Refer
Yes
Provider Refer
Yes
Report Problems
Call the Agency