Renton, WA Office

Chimera Wealth serves individual and high‑net‑worth clients, delivering ongoing portfolio management, financial planning, pension consulting, and held‑away portfolio consulting. The firm also offers insurance services via DPL Financial Partners and a subscription option that provides a custom monthly portfolio report.

The firm documents client suitability in an Investment Policy Statement and implements model allocations that combine a core strategic sleeve with a tactical sleeve—primarily ETFs with select active mutual funds—and offers both discretionary and non‑discretionary management. Chimera Wealth applies a mix of fundamental, quantitative, technical and cyclical analysis and, for digital assets, evaluates on‑chain metrics and protocol adoption; it may manage held‑away accounts using third‑party platforms to avoid custody.

Noteworthy differences from many peers include the use of subscription services alongside its asset‑based advisory programs, and related insurance‑broker activity performed by licensed firm representatives (Chimera Insurance Solutions) that can involve commissionable products. The firm also disclosed an update to outside business activities in its most recent annual amendment and provides digital‑asset access through platforms such as AltoIRA and Gemini, plus cash‑management options (FICA and Flourish Cash) that are less common for firms of similar size.