Chesapeake Wealth Management-
Chesapeake Financial Shares is one of the oldest and most respected financial providers in the Northern Neck. We have been a community financial institution for over a century and are dedicated to prudent financial management and impeccable client service.
At Chesapeake Wealth Management, we understand our clients’ needs and help them make sound and appropriate financial decisions. Our mission is supported by a commitment to wealth management, client servicing, and community involvement.
Employing a total wealth management approach, our investment consultants provide customized investment strategies that are designed to help investors accumulate, preserve, and transfer their wealth. It is an all-encompassing approach to investing and takes into account clients' lifestyles as well as their asset and liability needs. Potential candidates are expected to have a proven track record of consistent business development, client relationship, and the ability to work in a community branch environment.
Responsible for portfolio research and implementation for all aspects of the investment process for individual and institutional clients.