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Wealth Management Advice for the Second Generation

Wealth Management Advice for the Second Generation

by JENNIFER L. KING, IACCP® | Jun 20, 2020 | Insights

By Robert (Buck) C. Klintworth, CMT Senior Vice President There’s a saying among wealth managers in Charlottesville, Virginia and elsewhere: the first generation makes it, the second generation spends it, and the third generation blows it. No generation sets out to...
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Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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