CHESAPEAKE WEALTH STRATEGIES, INC.

Overview

Chesapeake Wealth Strategies, Inc. is a small, individually owned advisory corporation that operates with a compact, client-focused posture. The firm reports a non-discretionary servicing model, which suggests advisers typically implement client-directed strategies rather than managing portfolios on an ongoing discretionary basis. Investment activity centers on conventional pooled products supplemented by allocations to third‑party alternative managers; the firm does not identify as an active ESG investor and is not set up as a multi‑state adviser. An affiliation with accounting professionals points to a likely referral and tax‑aware planning pipeline rather than a broad institutional business development platform. The firm is not positioned as a capital allocator and relies on external managers and standard investment wrappers to deliver portfolio exposure.

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Location & Offices