CH Wealth Management, LLC

It likely took years of sacrifice and planning to establish your foundation for the future. You want your money to be there should you decide to access it – or if you occasionally need some portion for a priority. We understand your perspective. At CH Wealth Management, our first and foremost objective is to help you preserve your capital. We apply traditional values in our investment strategies and consider the tax implications in all that we advise you to do. Tax planning is our forte. Our clients are generally conservative in their portfolio preferences. While they understand there is a degree of risk when investing, they come to us because they know we treat their assets with the care and due diligence they deserve. These are volatile times. Whether you’re planning for retirement, considering estate ramifications, or setting up an investment program for your employees, CH Wealth Management will put your interests first in every encounter. That’s our pledge. It’s your money. Services: Individual Client Services Wealth-Transfer Strategies Investment Tax Analysis Portfolio Analysis Retirement Income Planning Investment Planning Education / College Planning Family and Business Insurance Planning Succession Planning Estate Planning Our goal is to: Preserve Capital Minimize Income Taxes Maximize After-Tax Returns Achieve Client Success as defined by our Clients

Address: Providence Towers, 5001 Spring Valley Road, Suite 850W, Dallas TX, 75244, USA

Phone: +1 972 644 7112
FAX: +1 972 680 8685