Chestnut Beach Wealth

Chestnut Beach Wealth offers comprehensive financial planning and investment management services to individuals and high-net-worth clients. Founded in 2026 and based in Wilmette, Illinois, the firm is led by founder and Chief Compliance Officer Rosalyn Kemp. Chestnut Beach Wealth provides two primary ongoing programs: the Manage Your Wealth System, which combines continuous investment management with comprehensive financial planning, and standalone financial planning engagements. The firm also offers one-time 60-minute consultation calls for specific questions covering topics such as business planning, cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax planning strategies. Chestnut Beach Wealth uses fundamental, technical, cyclical, and charting analysis, and applies Modern Portfolio Theory principles to build customized portfolios. The firm operates as a registered investment adviser and is legally required to act in your best interest.