Shaping tomorrow, today.
Let Chloey Wealth create impact across generations.
Our Intergenerational Planning services offer a holistic, thoughtful approach to strengthening your family’s financial future across generations. We help families navigate the complexities of passing wealth from one generation to the next with care, clarity, and purpose. Through personalized strategies, we work to preserve your legacy, minimize tax burdens, and align your values and wishes with the transfer of assets.
With our hands-on guidance, you’ll feel confident that your plan reflects both your financial goals and your family’s unique dynamics. Our team supports you at every stage, offering:
Customized wealth transfer strategies that align with your vision and priorities.
Estate and trust planning coordination with attorneys to help simplify decision-making and reduce administrative stress.
Education and support for heirs to promote financial confidence and stewardship.
Tax-efficient solutions designed with your accountant to preserve and maximize your family’s wealth.
Ongoing partnership as your family grows and your needs evolve over time.
Together, we help you build a legacy that lasts, on your terms and with confidence.
At Chloey Wealth Management, we know that planning across generations is about people and purpose. That’s why we take the time to truly understand your family, your goals, and what matters most.
Led by Jenna and Natalia, our team combines deep experience with a personal, down-to-earth approach. We don’t believe in one-size-fits-all advice. Instead, we work closely with you to create thoughtful, flexible strategies that reflect your values and evolve with your life.
When you partner with Chloey, you’re not just getting financial guidance—you’re building a relationship with people who care, listen, and show up for your family every step of the way.
