Let us help you understand, grow, and protect the value of your business.
Protect the ones you love and retire on your terms.
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.
“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.
Attract, reward, and retain key employees. Know what your business is worth. Protect it from the unexpected. Plan an exit / transition strategy.
Ensure you and your family are protected, no matter what happens.
Minimize taxes. Support the causes you are passionate about. Transition your wealth and values.
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.
Find out how Chesapeake Wealth Concepts can help your business, your family, and your employees thrive!
You may qualify for accelerated underwriting through MassMutual's Coverpath