Chilton Investment Services

Personalized Attention For Your Unique Investment Needs   

Investment decisions are highly personal. The right portfolio mix will be different for every individual, depending on your assets, goals, risk tolerance, and timeline. Wouldn’t it be great to have an investment representative who saw you as a person and not just a number?

Along with established, extensive resources available through LPL Financial, we can help you focus on the following strategies:

  • Wealth Accumulation & Management
  • Financial Guidance
  • Protecting Your Legacy
  • Business Planning
  • Customized Financial Strategies
  • Life Insurance & Disability Insurance
  • Long Term Care Coverage
  • 401k and IRA Distribution Options
  • Retirement Planning and Asset Preservation
  • Investments
  • College Planning

Check the background of the LPL representative at Chilton Investment Services on FINRA's Broker Check.

Create your Financial Future

1st Meeting: Discover
What are your values and goals? How can we be your partner to pursue these goals?

2nd Meeting: Gather
Confirm your financial facts with source documents.

3rd Meeting: Plan
Review the plan and recommendations.

4th Meeting: Strategize 
Establish an implementation schedule for your goals.

Quarterly Strategy Meetings

Putting your plan into action based on what’s important to you!

Quarter 1: January - March

  • Performance Reports
  • Recognizing Accomplishments
  • Update Family Priorities
  • Pending Life Events
  • Frequency of Contact Expectations
  • Income Sources/Cash Flow/Liquidity
  • Debt/Loan

Quarter 2: April - June

  • Performance Reports
  • Review Risk Tolerance
  • Assess Education Savings Goal
  • Lifeboat Drill: Ready for the unexpected
  • Gifting
  • Stock Concentration
  • Assets held outside the firm

Quarter 3: July - September

  • Performance Reports
  • Risk Assessment: Life, Long-Term Care, and Health
  • Review/Update Savings Plans
  • Retirement/Work strategies
  • Estate Planning and Will Review*
  • Beneficiary Review
  • Business Succession Planning

*Neither LPL Financial, nor its registered representatives offer tax advice.  Always consult a qualified tax advisor as to how taxes may affect your particular situation.

Quarter 4: October - December

  • Performance Reports
  • Tax Strategies
  • Meeting with CPA/Attorney
  • Reframe Services, Fees, Accounts
  • Review Philosophy and Plan
  • Review overall Goals
  • Values and Services

Chilton Investment ServicesLet Us Help You With Your Investment Needs

Contact Us today to see how we can help you with your unique investment needs. 

Claire picture 11-10-2021

      Claire Walmer, CFPTM
e President Wealth Services

      Chilton Investment Services


       As a Certified Financial PlannerTM professional for over 20 years, Claire is                         known for helping, educating and supporting clients as they develop strategic                 financial plans for the future. 

Susan Stecker, Investment RepresentativeSusan Stecker
Licensed Sale Assistant
Chilton Investment Services

Sue listens to your financial goals and puts you at the center to ensure the entire process is customer-driven.