A complete list of active advisors currently associated with Chestnut Beach Wealth

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

Chestnut Beach Wealth serves individual and high-net-worth clients with a mix of portfolio management, comprehensive financial planning, and shorter paid consultations. The firm offers managed accounts for individuals and also provides one-time planning engagements and 60-minute consultations, reflecting common independent-firm services such as percentage-of-AUM investment fees alongside flat-fee planning. The firm’s investment process emphasizes asset allocation and modern portfolio theory informed by fundamental, technical, and cyclical analysis, with regular monitoring and an annual plan review. Notably, the firm’s ongoing “Manage Your Wealth” service bundles continuous investment management together with comprehensive financial planning rather than offering investment management as a standalone product. Distinctive features include its recent formation and registration in 2026 and that, as of the brochure date, it reported no assets under management, reflecting a firm at launch rather than an established practice. It operates as a small independent adviser with a single registered adviser but not as a typical solo-practice model, discloses a fee-only structure, uses major institutional custodians, and states it does not aggregate block trades and relies on custodian statements rather than producing separate performance reports.

To learn more about the advisors currently working at Chestnut Beach Wealth, 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.

Name	Location	Years of experience
Rosalyn Kemp	Wilmette, IL	23

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