Core Values

At Chaffee & Associates our mission is to make each client's financial legacy a secure reality.

Our unique approach, combined with our core values, allows clients to discover their objectives, goals and desired legacies.


We build relationships for the long-term based on our core values of trust, honesty, and integrity.


We pledge to constantly upgrade our cutting edge knowledge to provide appropriate solutions.


We believe great ideas should not be difficult to understand. We craft sophisticated solutions with elegant simplicity.


Our clients and associates know that we are committed to do the very best for them.


We partner with our clients to continually meet their changing needs.


We believe good communication is the cornerstone of effective planning.