Financial confidence starts with a clear, coordinated plan.
You deserve a clear, personalized plan that supports the life you want to enjoy and the legacy you hope to leave. With decades of experience, our team helps simplify complex decisions and create a more confident path forward.
Guidance For More Complex Financial Lives
Our integrated approach is typically best suited for individuals and families with $1 million or more in investable assets who value proactive, long-term advice.
The Proactive Financial Review
This is not an average meet and greet. It is a private discovery conversation focused on your needs and concerns and where our team may be able to help.
Start with a trusted CFP® professional. We get to know your goals, priorities, questions, and the people behind them.
Look at the full picture. We consider investments, taxes, estate planning, cash flow, risk, and today’s market environment together.
Clarify the next step. We identify potential opportunities and determine whether a more comprehensive relationship makes sense.
You’ll walk away with clarity on:
Whether your strategy still supports your long-term objectives
Where cross-impact risks may exist
Where legislative changes create opportunity
If we decide to work together
We develop a personalized financial plan, help implement it, and provide ongoing guidance to keep your strategy aligned as life changes.
Areas We May Explore
Retirement Planning
Tax Reduction Planning
Estate & Legacy Planning
Investment Planning & Risk
Meet Our Team
At Chatterton, you’re not relying on one person. You’re supported by a team of Enrolled Agents, bookkeepers, CPAs, and CERTIFIED FINANCIAL PLANNER™ professionals who collaborate across tax preparation, planning, and advisory. That means more perspective, greater consistency, and better coordination on the decisions that affect your financial life
Build a financial future that reflects what matters most to you
Questions? Call our office (714) 572-2050 or email contactus@chattertoninc.com
Our Wealth Management Process
Discovery
Risk Assessment
Economy & Markets
A Well-Rounded Plan
We then set up a plan that is focused on the following:
Creating Wealth
We invest your money through proper asset allocation, portfolio design, investment manager selection, portfolio construction and management, tax management, risk management, all while trying to keep your costs fair.
Preserving Wealth
We believe in proactive relationships. Regular meetings can help ensure that no opportunities are missed and that your plan stays current with changes in your personal circumstances, the economy, tax laws, estate laws, and more.
Transferring Wealth
We have found that most beneficiaries feel that they have a responsibility to their parents to do the right thing—we assist in this process by helping surviving family members maintain the legacy of their loved ones, for generations to come.
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Stay connected with us! Receive timely updates and proactive strategies for retirement success based on current and future market volatility, tax policy changes, and other law changes.
