Our Services

Embracing a Quantitative / Tactical open approach of asset management, we reject the use of outside third party money managers, and the "static diversification" approach that gained popularity in the late 1990's. With experience in difficult markets, we believe in an investment approach that emphasizes wealth conservation above volatile growth.

Using a team approach, Chitwood | Lindberg Wealth Management works regularly with other professionals such as attorneys, Certified Public Accountants, trust officers, Mortgage Analysts etc., to offer sound financial and estate planning advice. Chitwood | Lindberg Wealth Management Inc. specializes in the areas of investment, financial, estate, risk management, retirement, and business continuation planning. Chitwood | Lindberg Wealth Management offers non-biased planning and does not represent one particular Company, but represents the client. This independent non- biased approach has been the key to their success for over 30 years.

The financial management process that Chitwood | Lindberg Wealth Management does begins with an in-depth evaluation of your current financial situation. Once we`have established your overall objectives, we`will focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

It is our goal to work with each client, ensuring they understand all options, the costs associated with them, and that any decisions are supported by proven fundamentals.

Some of the services we offer:

1) Retirement Income Planning

2) Estate Analysis

3) Investment Planning

4) Fee Based Asset Management

5) Estate Conservation

6) Risk / Tax Management