Meeting

Your Partner in Personalized Wealth Management

An Approach Designed With Your Financial Goals in Mind

At Chesley, Taft & Associates, we recognize that your investment needs and goals are unique. You need trusted financial advice that’s agile enough to guide you through life’s many changes but also grounded in decades of proven experience. Since 2001, we’ve focused on building long-term client relationships, working with select individual investors, families, and their related interests, including trusts, charitable foundations, retirement plans, and business accounts. No matter your investing goals, we have a breadth of knowledge and resources to help you achieve them with confidence.

Business Meeting

100%

employee owned

200+

years of total investment experience by portfolio managers

$2.49B

assets under management
as of 12/31/2021

Image by Priscilla Du Preez

Investment Management

We pride ourselves on the deep personal relationships that our portfolio managers build with their clients. Your portfolio manager partners with you on each step of the journey. This enables them to design a dynamic, customized investment strategy for you based on your personal goals and needs and adapt the strategy when your circumstances or financial conditions change.

In a Meeting

Financial Planning

No matter how you came to be in control of your wealth, we will work with you to manage, grow, and preserve it. Our consultative approach begins with a deep experience in asset management and is rooted in an understanding of the importance of generational wealth, all with the goal of providing you peace of mind.

johnell-pannell-wL2RI63s7wY-unsplash.jpg

Meet Your Team

Averaging more than 35 years of experience, our portfolio managers combine their broad knowledge of market cycles and investment trends with diverse points of view and expertise. Likewise, our client support team leverages their extensive industry understanding to meet clients’ needs. The result is a personalized and unique approach where our best ideas rise to the top.

To play, press and hold the enter key. To stop, release the enter key.

Get Our Latest Updates

Read our analysis of the evolving investment landscape and find the latest news on our firm.

Client Education

Investment Commentary

Notices

Please contact us to start a conversation about how we can work together.