Chapel Bridge Wealth Advisors

Chapel Bridge Wealth Advisors manages investment portfolios and provides customized financial planning and family office services primarily for high net worth clients. The firm offers both discretionary and non-discretionary portfolio management, tailoring investment advice to each client's individual needs and objectives. Services encompass estate planning, risk management, investment planning, balance sheet management, and family wealth transfer strategies. In addition to traditional investment portfolios, the firm advises on private equity funds and alternative investments, and may utilize sub-advisers to manage portions of client accounts. The firm emphasizes a personalized approach designed to help clients organize their financial lives and plan for generational wealth transfer in a tax-efficient manner.