Strengthen their future. Honor your vision.
Strategic planning today works toward your legacy tomorrow.
When Jenna and Natalia help you think about estate and legacy strategies, they look at it from a personal perspective, making sure the people you love and the causes you care about are supported well into the future.
At Chloey, we believe your legacy should feel like an extension of the life you’ve built, not a checklist. That’s why we take the time to understand your story, your priorities, and the impact you want to leave behind. We guide you through each step with care and clarity, partnering with attorneys and tax professionals to use strategies like trust planning, tax-efficient transfers, and philanthropic giving to create a plan that’s both smart and personal.
With us, estate and legacy strategies aren’t about preparing for the end. We want to be intentional with what you’ve built and make sure it continues to do good for the people and priorities that matter most, today and long after you’re gone.
Our insights and resources are designed to help you feel confident about what’s next.
Choosing Chloey Wealth as your partner for developing your estate and legacy plans means you’ll be working with a caring and savvy team of professionals who see the full picture—your life, your values, and the impact you want to leave behind. Jenna and Natalia go beyond forms and formulas to create a strategy plan that’s also personal. Our approach is thoughtful, collaborative, and grounded in experience, so you can feel confident every step of the way.
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We take the time to understand your family, priorities, and goals so your plan reflects what truly matters.
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With deep expertise and strategic partnerships, we turn complex matters into a clear path.
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Whether you're focused on legacy, philanthropy, or both, we help you align your wealth with your values—now and for generations to come.