Chase Investment Counsel is a boutique wealth management firm owned by the Chase family and employees. Derwood S. Chase, Jr. founded Chase Investment Counsel in 1957 to provide wealth and investment management to individuals and families in Charlottesville and throughout Virginia. During our 60 year history, multi-generational families have relied on us for investment advice. We are proud of the durability of those relationships and our ability to help preserve and grow wealth over many economic and market cycles.
Personal and family investment needs change as life evolves – from starting a career and raising a family, to the wealth building years and ultimately into retirement. Our wealth management team gets to know you, and you get to know them. You will always have direct access to our investment managers and experienced staff members.
Chase’s disciplined investment management philosophy focuses on selecting individual stocks and bonds targeted to your specific financial goals and risk tolerance.
Estate Planning Primer
It is never too early to consider your estate planning needs.
Specifically the primer covers:
The estate planning process
How to avoid probate
Will and trusts
How to get started