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Our Journey

Get to Know Rob

As the Founder, President, & CEO of Chatterton & Associates, Robert Chatterton has made it his life’s work to help individuals and families build and preserve their wealth through the strategic collaboration of estate, tax, and wealth planning. He makes it a priority to build authentic and trusting client relationships over time and mentor his fellow financial advisors. He considers it a privilege to walk hand-in-hand with his clients and their beneficiaries as an advisor and confidant through some of life’s most difficult and joyous moments.

Client Education

At Chatterton & Associates, we care about more than numbers. We’re invested in your family, your long-term wellbeing, and the legacy you build to pass on to your loved ones. That’s why we offer a variety of client-focused seminars and life-learning events each year, with the aim of providing meaningful and practical education on some of life’s most important issues and challenges.

Client Experience

When you choose to work with us, you’re welcomed into our community. As part of the Chatterton & Associates family, we hope you’ll join us at our client appreciation events. Many of our clients are at a similar stage in their lives and have a great deal in common. Not only do these events give our advisors the opportunity to connect with you and truly get to know you, but they also give you the opportunity to have fun, relax, and enjoy the company of some of our other wonderful

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People at Chatterton's Culinary Labs Event
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