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Chieco Capital Management, LLC

Chieco Capital Management, LLC was established with the goal of assisting our clients in every aspect of their financial lives. Our vision is to provide objective financial planning and unbiased investment management advice to fulfill the realistic lifestyle desires of our clients in reaching their retirement, educational planning, estate planning and other personalized goals.

Our Mission Statement and Commitment to our Clients

The firm’s mission is to provide honest, objective and excellent financial planning and tax planning services to our clients. It is vital that these services be provided free of conflicts of interest and be fairly priced so that you can reach your goals of both today and tomorrow.

We are committed to act as your fiduciaries and measure our success by how well we assist you in fulfilling your well defined and achievable goals.

We are partners in your financial education and are here to instill you with confidence in the strength of your financial roadmap to achieve your goals.

Our Core Values

Our Core Values

As a client of Chieco Capital Management, LLC:

  • Your needs and desires dictate the level of service required and the direction of your financial plan;
  • You will receive objective recommendations and advice free of conflicts of interest;
  • You will be accorded absolute honesty and integrity;
  • Your relationship with the firm will be characterized by mutual respect and dignity;
  • Open communication with you is paramount in fostering a mutually productive relationship; and
  • Adviser continuing education is a perpetual process essential to best servicing your needs.

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