The Chinn Wealth Management Group of Wells Fargo Advisors is a team of distinguished investment professionals dedicated to collaborating with clients to design strategies to help grow, manage and preserve wealth. We pride ourselves on the faithful stewardship of our clients’ assets, and we are committed to understanding their goals, values, aspirations and concerns.
We work with ultra high-net-worth individuals, physicians, business owners and their families to create custom-tailored investment solutions. Our multi-generational investment planning process allows us to build relationships with your family to help ensure they are prepared to knowledgeably receive and manage assets. This approach is an integral component of preserving family values and unity. Through Wells Fargo affiliates, we can provide clients with access to the vast resources of a premier, global financial services firm to offer a broad range of products and services.
We serve as your financial quarterback to create a goals-based game plan designed to help enhance your investment performance. Our team works diligently to bring your financial assets, needs and objectives together to create cohesive, fully-integrated investment, estate and tax planning strategies for the many different facets of your financial life.
Our motto is Faith, Family, Health and Wealth.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.