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 help 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.

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

Executives
Guiding executives and professionals through estate and financial planning.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1