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Chastain Wealth Management

EST. AUM
$143,762,474

CONTACTS
3

CLIENT ACCOUNTS
270

Firm Details

Metro area Atlanta
CRD Number 285551
Website chastainwealth.com
Client types

Overview

Chastain Wealth Management is a fee-only fiduciary investment advisory firm based in Atlanta, Georgia. Founded in 2017, the firm specializes in providing comprehensive financial services to a select group of high-net-worth individuals and families. Chastain Wealth Management focuses on offering personalized financial strategies that encompass investment management, tax mitigation, retirement planning, estate planning, insurance, and education planning. The firm employs a consultative approach, engaging clients in a two-meeting process to assess their current financial situation, define their goals, and identify any gaps in their financial plans.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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