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Preserving & Growing Wealth

Since 1957
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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 Approach to Wealth Management

Personal Approach

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.

Active Management

Chase’s disciplined investment management philosophy focuses on selecting individual stocks and bonds targeted to your specific financial goals and risk tolerance.

Which Are You?

Life Stages

Money In Motion

Career Professionals

Juggling a career and family life doesn’t leave much time for managing your wealth.

Suddenly Single

Managing your finances as a single person requires a mindset change.

Near Retirees

Setting a retirement date is a leap of faith without a retirement income plan.

Generational Wealth Transfer

Choosing between priorities creates challenges in generational wealth transfer.

Retirees

Ensuring that you have enough income to last through your retirement is a big task.

Inheritance

Determining how to allocate an inheritance means balancing priorities.

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Financial Planning and Investing for Women

Financial planning for every stage of a woman’s life.

A woman’s financial planning and investing needs are unique and often change at different stages of her life or with specific life events.

Specifically the whitepaper covers:

Why Women are Better Investors
Financial Planning at Every Stage of a Woman’s Life
How to Get Started

Wealth Transfer Checklist

Wealth Transfer Checklist

Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the...