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WELCOME TO CHATFIELD WEALTH MANAGEMENT

Deep Rooted Relationships | Modern Financial Advice

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A presentation at the office

OUR MISSION

At Chatfield Wealth Management we strive to create a positive impact on our community and in the lives of our clients. 

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We help each of our clients navigate the intimidating world of finance, insurance and retirement.  Our goal is to build a path for our clients to retire confidently and handle any hurdles along the way. 

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We help our community by creating strategic local partnerships where our firm can be an impactful and innovative force for future generations. 

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CONTACT US

Contact us to set up a initial discovery appointment
with our team to see how we can help.
CA Insurance License #0F7011

258 E Badillo St Suite A, Covina CA 91723

626.621.0020

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Financial Advisor
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Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offeerd through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com www.fina.org www.sipc.org 

Chatfield Wealth Management and the avoce firms are independent, and non-affiliated.


This site has been prepared solely for the information purposes and is not intended to be solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is a registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

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Lincoln Investment and Capital Analysts Form CRS

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