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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Chessman Wealth Strategies, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Chessman Wealth Strategies we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

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    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Wealth Management

    Comprehensive wealth management begins with understanding your unique financial situation and goals. Learn More

    Risk Management

    Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Learn more

    Tax Planning

    Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Learn more

    Financial Planning

    We provide holistic financial planning services to clients throughout Texas and many other states from our office in Dallas. Learn more

    Estate Planning

    Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. Learn more

    Business Planning

    Business planning focuses on issues specific to business owners and shareholders. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

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      Personalized Wealth Management

      Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you. We are a wealth management firm based in Dallas, Texas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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      Carson Group

      Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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      Our Locations

      Chessman Wealth Strategies is headquartered in Dallas, Texas. Contact us today to speak with a wealth advisor or financial professional nearest you.

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      Insights

      Chessman Wealth Strategies’ team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

      tax planning
      Monthly Newsletter
      Areas of Focus for End-of-Year Tax Planning

      Many people have the idea that tax planning is only about paying less money right now, and that’s not the case. Tax planning is about paying less money over time. There are many avenues to do that. As we’re nearing the end of 2021, it’s prime time to get your finances in order for the upcoming tax season, and hopefully this article can help you figure out how to pay less money over time. In this article, we’ll focus on a few areas for your end-of-year tax planning: tax-loss harvesting and rebalancing, charitable giving, retirement plan contributions and Roth conversions.

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      Market Commentary
      Market Commentary: Concerns About New Covid Variant ...

      Concerns about the Omicron variant raised the risk of additional lockdowns and contributed to a decline of more than 2% in the S&P 500 on the day after Thanksgiving. The COVID-19 variant, first detected in South Africa, triggered travel restrictions in the U.S. and Europe.

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      Charitable Reach
      Blog
      Expand Your Charitable Reach

      As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.

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      Video
      The Philosophy of Giving and Tax-Loss Harvesting

      Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.

      Read More
      Blog post
      Weekly Market Commentary
      • Market Commentary: Retail Sales Rise as Supply Chain Issues Ease Ahead of Christmas Season

        U.S. retail sales surprised economists, rising 1.7% in October (Figure 1). Rising prices contributed 1% to the growth, and increased purchases generated the remaining 0.7%. Both the top-line and after-inflation rates were higher than pre-pandemic levels. Supply chain risks may have prompted consumers to kick off Christmas shopping early at internet retailers and stores selling electronics and appliances. Those two segments contributed to the strong results.Read more