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Plan for your business

Let us help you understand, grow, and protect the value of your business.

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Plan for your future

Protect the ones you love and retire on your terms.

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Welcome to Chesapeake Wealth Concepts

Chesapeake Wealth Concepts is a financial planning, investment, and insurance practice. Our office is located in Baltimore yet we serve clients nationwide based on our licensing. Primarily, we develop personalized strategies for closely held business owners and their executives. We help business owners understand, grow, and protect the value of their largest and most valuable asset – their business.

It’s your family’s livelihood and a lot of people depend on the success of your business. You stay focused on the task at hand – running your business – while we work with your other trusted professionals to help create a financial road map that allows your business and your family to thrive.

Providing Clarity

“If you don’t know where you want to go, any road will get you there” – Lewis Carroll

Our purpose is to help our clients achieve better financial outcomes. This is accomplished by working together to clearly define your personal, financial, and business goals, and holding you accountable every step of the way.

Call us today to get the planning process started.
410-497-3642

Our Services


PLAN FOR YOUR BUSINESS

Attract, reward, and retain key employees. Know what your business is worth. Protect it from the unexpected. Plan an exit / transition strategy.

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PLAN FOR YOURSELF AND YOUR LOVED ONES

Ensure you and your family are protected, no matter what happens.

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PLAN FOR YOUR LEGACY

Minimize taxes. Support the causes you are passionate about. Transition your wealth and values.

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MEET OUR TEAM AND RESOURCES

Our team works together to understand your situation, develop a plan to fit your goals and needs, perform periodic reviews, and provide the exceptional ongoing service that makes our clients confident to recommend us to their family, friends, and colleagues. Learn more about us.

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LEARN ABOUT OUR PROCESS

Find out how Chesapeake Wealth Concepts can help you navigate your financial future, better.

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