Chesapeake Wealth Management
Chesapeake Wealth Management (CRD# 108039) is a financial advisory firm headquartered in Williamsburg, VA. They manage $84,120,433 in 181 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts181ACCOUNTS
Average Account Value$464,754
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
FL, MD, TX, VA
Richard Ware (CRD# 1176618) is an Investment Advisor Representative working at Chesapeake Wealth Management in Williamsburg, VA and has over 18 years of experience in the finance industry.
Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Chesapeake Wealth Management in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.