Why Chaffee & Associates?

Innovative Process

Our unique focus on your financial legacy will create a plan that accomplishes your goals and supports your key values. Our focus goes beyond legal documents and tax avoidance.

Deep Industry Experience

The Chaffee & Associates team has over 100 years of comprehensive, relevant experience. If you already have a plan in place, we bring a fresh perspective to defining your legacy.

Objective Analysis

Our fresh perspective allows us to create innovative solutions that can achieve your goals.

Simplify the Complex

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

Financial Products Tailored To Your Needs

Our in-depth discovery process allows us to develop customized solutions to address your goals and maximize the benefits to you, your heirs, and your favorite causes.

Nationwide Presence

Wherever you need us, we can work with you there.

Trust, Honesty & Integrity

These values are the core and hallmark of Chaffee & Associates.