Chessman Wealth Strategies - Dallas (TX)

5 /5 Scott Mansfield: Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.

5 /5 Vishal & Ashley: Wade, Brandon, and the entire Chessman team are beyond unbelievable. They set the bar so high and after many years, no one has come close. They are super responsive! That’s a huge win for us. And they make us feel like a partner - not a client as we work together on our financial plans. They are also super attentive, remembering special holidays, vacations, interests, etc. We feel like part of the Chessman family. And they make financial planning fun! We laugh and tease and have fun at all our meetings. We definitely recommend Chessman to anyone.

5 /5 JoAna Dwyer: Chessman Wealth Strategies has been my financial advisor for over 25 years. Their service has been quite helpful to me. My investments are outlined in detail and the investment strategy explained clearly. They operate from integrity and seem genuinely interested in me as a person, not just another client. I highly recommend this team and their services.

5 /5 LA Renner: We have been with Chessman Wealth for about seven years. We have always been extremely pleased with their services! They are very thorough, helpful, and always kind and patient - while helping us to navigate and understand our strategies, and where we are with our investments. They have extremely high moral values, and generously support local charities. We highly recommend them!

5 /5 Jenifer Carpenter: We have been working with Chessman for over 15 years. We like the periodic visits to check in and make sure we are hitting our goals. Their risk assessment surveys are particularly helpful in directing how we invest our funds. Chessman will explain why certain strategies are best for different economic times. They have been very helpful in making sure we have the best coverages for our house and autos. They also keep up with the latest rules regarding 401K, Social Security, and other investment areas.