Our Focus

Chaffee & Associates is committed to providing our clients with a holistic approach to wealth strategy and the creation of family financial legacies. We work closely with our clients' team of advisors to ensure that the family legacy plan is executed, integrated, monitored, and achieves the clients' goals and objectives.

We are committed to earning our clients' trust, and acting with professionalism, honesty and integrity in all that we do.

Affluent Families
Helping multiple generations of families preserve, gift, and grow their financial legacies.

Business Owners
Assisting in retirement planning and succession planning for business owners across the country.

Equipping businesses with the ability to protect and retain existing talent, while preparing for the new generation of ownership.

Guiding executives and professionals through estate and financial security planning.