Chesapeake Wealth Strategies

Chesapeake Wealth Strategies

Chesapeake Wealth Strategies was founded by a team of advisors in Baltimore, Maryland, positioning itself as a multi-family office for local affluent families who seek integrated wealth management. The firm operates as a fee-only RIA, meaning it does not earn commission on product sales — a structural choice that aligns with fiduciary obligations under the Investment Advisers Act of 1940. The firm builds portfolios from a mix of public equities, fixed-income securities, real assets, and alternative investments including private real estate and limited partnership interests (per public record). It tailors asset allocation to individual risk tolerance and liquidity needs, often using exchange-traded funds and direct securities. Chesapeake also coordinates tax-minimization strategies and estate-planning services, bridging investment management with broader financial life planning. Team size and total assets under management are not publicly disclosed. The firm maintains a single office in Baltimore, Maryland, and does not operate additional locations or affiliated philanthropic vehicles that appear in public filings. No major operational events have been reported in the last 24 months. The firm's structural differentiator is its fee-only, multi-family office model in a mid-Atlantic market dominated by banks and wirehouse brokers. By avoiding commission-based products and focusing on financial-planning integration, Chesapeake competes for clients who have outgrown retail advice but do not require a single-family office.