A complete list of active advisors currently associated with Chastain Wealth Management

Warmer can help you find a great advisor at Chastain Wealth Management or one who fits your needs even better.

Chastain Wealth Management serves individuals (including high‑net‑worth clients), as well as corporations, trusts and estates, providing financial planning and discretionary portfolio management. Client relationships typically start with a discovery process to develop a financial profile and investment plan, and many clients move from standalone planning to ongoing asset management. The firm manages roughly $144 million in discretionary assets for a relatively small advisor team and implements portfolios using mutual funds, ETFs, individual equities and fixed income according to each client’s Investment Plan. CWM supplements its internal work with third‑party resources — notably Financial Architects for model and investment guidance — and uses a third‑party FeeX platform to review and rebalance held‑away retirement accounts without taking custody. Distinctive features include a formal succession arrangement with another advisory firm and an ownership structure where the advisory entity is held by a separate principal owner, both of which are described as part of the firm’s continuity and governance planning. CWM also participates in an institutional brokerage platform for execution and support and, by policy, generally does not vote client proxies, leaving that voting responsibility to clients.

To learn more about the advisors currently working at Chastain Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.