Financial planning
Plans shaped around clients' circumstances and financial goals.
Chen Wealth Services
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About Chen Wealth Services
In Columbus, Chen Wealth Services is an independent financial advisory practice providing financial planning and investment services. Its team works with individuals, families, and organizations to understand their circumstances and develop plans around their goals. Services include comprehensive financial planning, portfolio construction and management, investment strategies, and retirement planning. The practice also offers corporate retirement plan consulting, estate and charitable giving and trust planning, fixed income services, longevity planning, and banking and lending solutions. Financial planning is delivered through personal consultations, with the team discussing hand-selected strategies before putting them to work. The practice describes itself as a fiduciary and emphasizes tax-conscious investing. Its approach includes reviewing portfolios and shaping plans to support wealth building, preservation, and transfer.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Portfolio management
Customized portfolio construction, management, and review.
Retirement guidance
Planning for retirement and corporate retirement plans.
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