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How We Work

At Chieco Capital Management, LLC, we provide assistance in the following areas:

Investments and Insurance

Mutual Funds

Exchange-Traded Funds (ETF’s)

Common Stock


Equity-Based Compensation (Stock Options, Restricted Stock, ESPP)

529 Plans

Coverdell Education Savings Accounts (ESA’s)

Brokerage Accounts

Traditional IRA

Roth IRA


Simple IRA

Government Securities


Disability Insurance

Long-Term Care Insurance

Social Security Planning

Medicare Planning

    Financial Calculators

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Tax Planning

    Relocation Tax Issues

    Individual Tax Preparation and Planning

    Representation Before the IRS

    Individual Tax Preparation and Planning

    Business Start Up, Counsel and Corporate Taxes

    IRS and State Tax Audits

    Income, Gift and Estate Tax Returns

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  860-657-9010