When working toward your financial goals, you need a partner that takes the time to understand not only where you are now in your financial journey but also what you are trying to accomplish. At Chesley, Taft & Associates, the relationships we build with our clients are at the center of the investment management and financial planning services we offer. Our portfolio managers are dedicated to helping you reach your objectives by applying a diligent, individualized approach designed to bring you peace of mind.
Investment management starts with you--your goals, your family, your concerns. By gaining an appreciation of your personal goals we craft a portfolio built for your unique risk and reward preference. As your needs change, so does your strategy and we will partner with you each step of the way.
Portfolio managers average over
years investment management experience
Multi-Generational Family Relationships
As of 10/1/2023
Our financial planning approach begins with an assessment of your personal situation. Your managers then leverage their extensive experience and understanding of how wealth is created, preserved, and passed down to create plans with the ability to evolve as your needs change.