A complete list of active advisors currently associated with Chilmark Wealth Management LLC
Warmer can help you find a great advisor at Chilmark Wealth Management LLC or one who fits your needs even better.
Chilmark Wealth Management provides ongoing portfolio management and integrated financial planning to individuals and high-net-worth individuals, offering services such as investment policy statements, asset allocation, and regular portfolio monitoring. Financial planning is included in portfolio management at no additional cost, and the firm also offers tax preparation services as an additional business activity. The firm’s investment approach is grounded in modern portfolio theory and a long-term trading strategy, documenting client risk tolerance in an Investment Policy Statement and conducting annual meetings with at least quarterly account reviews. Chilmark typically seeks discretionary authority to implement client strategies and requires clients to custody assets at a single recommended broker-dealer. Distinctive features include the firm’s tax-preparation activity—which the brochure notes can consume roughly 75% of the owner’s time during January through April—an arrangement that creates potential conflicts of interest and is uncommon among independent advisers. Chilmark is a recently formed, single-advisor firm managing roughly $88 million across a small client base, resulting in a relatively high assets-per-client profile and an operational model that does not aggregate trades for multiple accounts.
To learn more about the advisors currently working at Chilmark Wealth Management LLC, 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 |
|---|---|---|
Concord, MA
| 1
|
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