Planning to Pursue Your Financial Goals.
We see more than just the numbers.
Plenty of firms talk about financial goals. At Chloey, we build the strategy to address your wealth management goals—and then we make it happen.
Whether you're funding education, designing a retirement on your terms, or creating a legacy that lasts, we cut through the noise and deliver a plan. No fluff. No guesswork. Jenna Vitosh, CFP®, and Natalia Paige provide intelligent planning for your life.
They connect every piece, including education planning, long-term investments, retirement income, charitable giving, and legacy strategy, into one evolving plan. It’s built to grow with you and built to last.
One-size-fits-all financial plans rarely make sense for an individual’s goals. We believe in listening, then building a strategy that honors your unique goals, values, and vision for the future. Here’s what that can look like:
Charitable Planning: Use your wealth to support the causes you care about with strategies that maximize both generosity and financial efficiency.
Education Planning: Whether it’s a 529 plan or another smart approach, we’ll help you invest in your child’s future with confidence.
Retirement Planning: No matter your age or stage, we’ll help you prepare for the future you want—one with freedom, strength, and possibility.
When your plan is built around you, pursuing your goals isn’t just possible—it’s inevitable.
Personal and Purposeful
A Chloey approach is built on collaboration and connection, focusing on your best interest.