Chadds Ford Wealth Partners is an employee owned wealth management firm and Registered Investment Advisor. We provide highly customized investment management, consulting and financial planning services to families, trusts and institutions. As a fiduciary, we always place the interests of our clients first. Our services include:

• Investment Policy Formulation.

• Discretionary and non-discretionary investment management.

• Advice on retirement plans including 401-k, 403(b), 457 and IRAs.

• Financial and cash flow Planning.

• Overseeing and/or evaluating a client’s existing investment manager or corporate trustee.