Chancellor Wealth Management

As a trusted financial partner and guide, Chancellor Wealth Management has been serving individuals, families, and business owners for over two decades. Our team of experienced professionals is dedicated to delivering comprehensive financial planning and investment management services that help our clients achieve their most important personal and financial goals.

Our Philosophy

At Chancellor Wealth Management, we believe that financial planning is not just about numbers and data - it's about people. We take the time to understand our clients' unique needs, goals, and values, and we work closely with them to develop personalized financial plans that help them achieve their aspirations. As fiduciaries, we are committed to putting our clients' interests first, and we strive to build long-term relationships based on trust, transparency, and integrity.

Our Team

Our team of experienced professionals is led by Principals H. Vincent Clanton, MBA, CLU, CFP, and Scott T. Clanton, MS, CFP. With over 40 years of combined experience in the financial services industry, our team is dedicated to providing exceptional service and guidance to our clients. Our team members are certified professionals with extensive backgrounds in financial planning, investment management, and insurance. We take pride in our commitment to the highest level of professional care, paired with world-class technology.

Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We work closely with our clients to develop customized financial plans that help them achieve their goals.
• Investment Management: We offer investment management services that are tailored to our clients' unique needs and goals.
• Retirement Planning: We help our clients plan for a secure retirement with personalized retirement plans.
• Estate Planning: We assist our clients in planning for the transfer of their wealth and ensuring that their assets are protected for future generations.
• Business Owner Services: We provide specialized services for business owners, including business succession planning, estate planning, and financial planning.

What Sets Us Apart

At Chancellor Wealth Management, we believe that exceptional service and personalized attention are key to helping our clients achieve their financial goals. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop customized financial plans and strategies. Our team is committed to providing the highest level of professionalism, integrity, and service to our clients, and we are dedicated to building long-term relationships based on trust and mutual respect.