Our mission is to
help nice people
live happy lives
We guide you to achieve your goals for financial freedom and a happy retirement
"If we don't recognize you by your voice, then we are too big."
Our highly trained and educated advisors and staff work together to ensure that you receive the personal attention that you desire and deserve. You will always feel welcomed and appreciated when you visit us.
Earning Your Trust - One Interaction at a time.
More than just wealth management.
Our expertise goes beyond traditional financial advising. We look at your whole financial picture., anywhere from debt consolidation and tax evaluation to retirement and legacy planning.
We truly have your best interest at heart.
Meet our team that is always happy to see you
Michael Chaffee
CFP®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Matthew Clements
CFP®, CRPC®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Jessica Santora
Client Relationship Manager
Make an informed choice about your broker and brokerage firms.
Check our background with this site FINRA’s BrokerCheck
Our expert advisers can help you with:
Full 360 Financial Review
Whether you need to get your finances back on track, get your financial portfolio evaluated or invest in your comfortable retirement, we revue your entire financial situation to get a full picture to how we can help you make the best financial decisions.
Retirement Planning
Everyone dreams of a comfortable retirement. Wherever you are in your life's journey, we will work with you to assess your current situation and help you set your retirement goals to help you retire comfortably and happy. The most important is to start now.
Fee-Based Investment Management
We have a fiduciary duty to our clients over any commitments to a broker, dealer, or other institution. As a Fee-Base advisor, we always put our client best interests first.
Legacy Estate Planning
Personalized strategy that will help you identify investment opportunities and maximize tax benefits to grow and preserve your wealth for you & those most important to you.
Your trusted financial team
is ready to help you.
Call
203-649-8272
Fax
203-649-8270
Michael Chaffee
mjchaffee@mjcwealthmanagement.com
Matthew Clements
mclements@mjcwealthmanagement.com
Jessica Santora
jessica@mjcwealthmanagement.com
Visit
2505 Main St Ste 206, Stratford, CT 06615
203-649-8272
2505 Main St Ste 206, Stratford, CT 06615
Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, NH, NJ, NY, NC, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Commonwealth’s