Chessman Wealth Strategies

Chessman Wealth Strategies is a financial planner in Dallas, TX. The firm provides wealth management, financial planning, retirement planning, investment management, estate planning, tax planning, private client services, business planning and charitable giving. It serves affluent families, business owners, executives and institutions throughout the Dallas area and holds a 5.00 rating.

The firm’s mission is to help clients make smart choices about their money so they can worry less and enjoy life, guided by Christian financial principles. Its team includes a president and vice‑president who are CFP® and CKA certified, as well as CPAs, JDs, a chief market strategist and other specialists. Private Client Services offers one‑on‑one support from fiduciary advisors and a group of highly specialized professionals who take a proactive approach to wealth management, tailoring solutions to each client’s unique situation.

Located at 7557 Rambler Rd #1010, Chessman Wealth Strategies sits on Rambler Road just off Walnut Hill Lane, about a tenth of a mile from the Walnut Hill bus stop and the Walnut Hill train station. Greenville Avenue and Lee A. McShan Jr. Elementary School are each roughly two‑tenths of a mile away, and a local clinic is a short three‑tenths of a mile from the office.

With a perfect five‑star rating and a clear focus on values‑based financial stewardship, Chessman Wealth Strategies stands out as a trusted financial planner for Dallas’s affluent community.