We provide legal & financial services to business and wealthy individuals. We are problem solvers and opportunity seekers. We deliver and mange a wide variety of professional services for our clients. Once we identify your needs, we create powerful strategies and solutions to allow our clients to build and retain wealth and reduce risks.
Concierge services specifically designed for AIA Virginia members.
Chartwell Capital Advisors, has created concierge services that have been specifically designed for AIA Virginia members, to provide you with an array of benefits, customized solutions and powerful strategies.
SERVICES
As lawyers and financial advisors, we strongly believe in proper business succession, estate planning strategies to help you turn challenges into opportunities, make the most out of your business and create legacy for years to come
LAW, BUSINESS SUCCESSION & ESTATE PLANNING
- Asset management
- Contract reviews, drafting & negotiation
- Valuations
- Manage and overview legal work
- Estate planning (wills & trusts)
- Buy-Sell Agreements, shareholder agreements
- Consulting
- Retirement plan trust
- Irrevocable trust
- Long term care asset protection trust
- Durable power of attorney
- Tax planning and avoidance
- To learn more about all the services, click here
LIFE INSURANCE APPRAISAL
Life changes. Shouldn't your life insurance?
Your life's circumstances have likely evolved over the years. But has your life insurance evolved too?
- The situations, needs and goals that were present at the time the original policy was purchased played a significant role in the type of policy and coverage you selected.
- Over time, these same situations, needs and goals can deepen, resolve themselves or go in a completely different or unanticipated direction.
Is your policy still relevant?
Chartwell Capital offers AIA members free appraisal of their existing insurance policies to:
- Determine the value
- Show what your policy currently offers
- Ensure policy meets the needs and you aren't paying premiums on a policy that simply might not be suited anymore
- Provide solutions on how to enhance and strengthen the policy (if applicable)
