Chaffe & Associates LLC

Simplifying Complex Financial Problems

Specializing in high-net worth families and those on an upward trajectory.

Our Experience

A holistic 
approach to preserving wealth

Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth.

We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies. Chaffee & Associates will help ensure that your plan is executed, monitored, and achieves your goals.

Our Promise

“In today’s rapidly changing economic and political landscape, we help people direct and preserve their financial legacy. From the business owner handing over the reins to the next generation, to the hard charging executive preparing to retire, we help our clients navigate their complex financial life and work to ensure the preservations of their estate with tax efficient strategies.

From making charitable donations, to planning a successful transition to the next generation of your business, we pride ourselves on comprehensive family estate planning.”

-Richard J. Chaffee Jr.

 

Why Chaffee 
& Associates

At Chaffee & Associates our planning is based on your goals, with your values. Our holistic process sets us apart.

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Innovative Process

Our distinct focus on your financial legacy will create an all-encompassing plan that helps you accomplish your goals and supports your key values. Our focus goes beyond legal documents and tax implications.

“Simplify 
the Complex”

We believe great ideas should 
be easy to understand. Through personalized suggestions, we create custom wealth solutions.

Objective Analysis

Our team’s analytical approach helps us partner with you to identify your needs. Our innovative solutions help you achieve your goals.

Deep Industry Experience

Our team has over 150 years of targeted experience. If you already have a plan in place, we bring a fresh perspective to defining your legacy.

Nationwide Presence

We work with clients throughout the U.S. and worldwide. We are capable of helping you make interstate and international specific plans. Wherever you need us, we can work with you.

Tailored Financial Products

Our in-depth process allows us to develop customized solutions which address your goals and help increase the benefits to you, your heirs, and your favorite charitable causes.

Client-Centered Values

Our mission is to put our client’s needs first; all of our work is done with empathy and integrity.

 

Our clientele

Our office serves a wide range of clients with a specialty in high-net-worth families. We work closely with your team of advisors to manage your estate, business, and income planning. Our objective is to ensure that your values and finances are fully integrated with each other.

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Affluent Families

When a family has significant 
wealth, they may not be aware of mechanisms to preserve, grow, and gift assets. Our experience with 
such families combined with 
ongoing research allows us to 
make suggestions which will serve your legacy for generations to come.

Business Owners

If you own a business, we guide you through long-term considerations. We will assist with obtaining valuations of your business, project your retirement income, and ease stress by creating succession plans to help increase benefits for you and the buyer.

Executives

We recognize the unique nature of executive roles. Our team provides detailed recommendations to assist you through your estate and financial planning. Beyond your personal planning, we can make suggestions which enhance your retirement plans.

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

-Richard J. Chaffee, Jr.