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Holistic financial planning, investment management, and advice for mid to late-career professionals.

What We Do

Helping You Navigate the Investment Advice Landscape

CH Capital Management is an independent firm. We not owned or associated with a broker-dealer, bank, or insurance company.

We design plans and advise in your best interest without sales quotas, commissions, or product sales.

We are a fee-only fiduciary.

Our simple fee structure makes it easy to know what you are paying.

Learn more about what we do

How We Help

Our clients come to us for many reasons.

We serve people who are:
  • Soon to retire and unsure of the best financial strategy.
  • Working families saving for college and retirement.
  • Recently divorced and needing guidance.
  • Inheritors of estates and seeking the best path forward.
  • Already retired and wanting to make their savings last.

If you’re unsure what to do in your current situation get in touch with us for a consultation and review of your current strategy.

Discover how we help people plan for a better future

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