Chrysalis Capital Management, LLC

Chrysalis Capital Management, LLC We help women understand their financial options and make informed decisions with clarity through personalized guidance, education, and supportive resources.

Welcome to Chrysalis Capital Management, where financial clarity meets approachable guidance. As a Wealth Advisor, I’m committed to making financial conversations simple, supportive, and free of jargon, so you can feel more informed as you navigate the decisions that matter to you. Clarity means something different to everyone. For some, it’s having a better understanding of day-to-day finances. F

or others, it’s gaining perspective on the choices available as life and priorities evolve. Our role is to offer guidance and education that help you understand your financial picture and consider the next steps that feel right for you. We Educate:

At Chrysalis Capital Management, we believe informed decisions start with accessible information. Through one-on-one conversations, educational seminars, newsletters, special reports, and thought-provoking blogs, we provide tools that help you better understand your financial options and stay engaged with your financial life. Our goal is to offer resources that support your ability to manage everyday financial tasks and stay aware of how technology and tools may assist you along the way. We Support:

Our philosophy centers on helping clients reflect on their values, priorities, and goals. We encourage open dialogue, thoughtful inquiry, and a supportive environment where your questions guide the conversation. Our guidance is grounded in clarity, transparency, and helping you connect your financial decisions to what matters most to you. If you’re interested in understanding your financial world with more clarity and support, I’d love to connect. Together, we can explore the information and options that help you feel more grounded in your financial life. Disclosure Statement:
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Chrysalis Capital Management. Chrysalis Capital Management does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Branch Address
150 Preston Executive Drive
Suite 201
Cary, NC 27513
(919) 720-4806 Office Number
[email protected]

Company website www.onechrysalis.com
FINRA https://www.finra.org/
SIPC https://www.sipc.org/

Sometimes life introduces decisions that weren’t part of anyone’s original plan.I spoke with a family just yesterday who...
04/13/2026

Sometimes life introduces decisions that weren’t part of anyone’s original plan.

I spoke with a family just yesterday who was navigating the financial implications of a sudden health diagnosis.

Their priorities shifted overnight.

Questions about long-term planning, financial security, and future responsibilities were immediate and in the blink-of-an-eye.

Situations like these can change how people think about financial decisions.

04/08/2026

One of the most difficult financial transitions someone can face is the loss of a spouse.

In many families, financial responsibilities are shared.

When one person passes away, the surviving spouse is often faced with decisions they may not have expected to manage alone.

Understanding accounts.
Reviewing long-term plans.
Determining what needs to change - and what should stay the same.

These moments often introduce financial questions that require thoughtful consideration.

After more than 20 years of marriage, a woman I spoke with recently found herself responsible for every financial decisi...
03/30/2026

After more than 20 years of marriage, a woman I spoke with recently found herself responsible for every financial decision in her life.

For most of her adult life, financial decisions had been shared.

Now she was suddenly responsible for decisions she had never needed to make on her own.

Where are all the accounts?
What decisions need to be made first?
How should she think about retirement now?

Major life transitions often introduce financial questions people weren’t expecting to face.

Periods of transition often call for clarity before action.In my experience, urgency can create movement, but awareness ...
02/23/2026

Periods of transition often call for clarity before action.

In my experience, urgency can create movement, but awareness creates better decisions. Understanding what’s available, what applies to you, and what can wait often changes the quality of the choices that follow.

This week’s newsletter explores why slowing down to assess options can be more valuable than reacting quickly.

If you’d like to read it, comment "article" below and we'll send you a link.

There’s been a quiet update to retirement contribution rules that may expand opportunities for some individuals in their...
02/17/2026

There’s been a quiet update to retirement contribution rules that may expand opportunities for some individuals in their early 60s, but only within a specific timeframe.

This isn’t a universal change, and it won’t apply to everyone. Like most policy updates, the value comes from understanding who it’s for, how it works, and whether it fits your situation.

I’ve broken down what changed, who may benefit most, and what’s worth reviewing next in our latest article.

https://onechrysalis.com/super-catch-up-contribution/

After decades of working with clients, one pattern shows up consistently: financial overwhelm is rarely about effort.Mor...
02/06/2026

After decades of working with clients, one pattern shows up consistently: financial overwhelm is rarely about effort.

More often, it comes from trying to manage too much information without a clear way to organize it.

Structure isn’t about rigidity or constant monitoring.
It’s about having a reliable framework that helps you understand where things stand and what actually deserves your attention.

If you had more structure in one area right now, which would change how confident you feel?

A. Long-term planning
B. Cash flow & savings
C. Investment decisions
D. A life transition

Ever feel like you're juggling a million things at once, trying to balance your career ambitions with the demands of mot...
11/29/2024

Ever feel like you're juggling a million things at once, trying to balance your career ambitions with the demands of motherhood? Trust me, you’re not alone. It can be tough finding that sweet spot where you’re thriving both at work and at home.

But what if I told you it’s possible to build wealth, create a supportive community, and define success on your own terms—without feeling like you have to do it all?

I’ve just shared some insights in my latest blog post on how to make it happen. It’s all about finding your rhythm, maximizing your financial potential, and embracing flexibility in a way that works for you and your family.

Take a peek and let me know—how do you balance your career and motherhood? Let's chat about what’s working for you or where you might need a little extra support.

>> https://onechrysalis.com/building-wealth-while-balancing-career-and-motherhood/

Success isn’t about working longer hours or sacrificing your well-being—it’s about making smart, intentional choices tha...
11/27/2024

Success isn’t about working longer hours or sacrificing your well-being—it’s about making smart, intentional choices that lead to the life you want. Financial freedom comes when your decisions align with your goals, giving you the flexibility to live life on your terms.

If you’re all about smarter choices, drop an emoji below!

Feeling overwhelmed by financial planning? Our Financial Empowerment Bundle is designed just for you! Packed with easy-...
11/25/2024

Feeling overwhelmed by financial planning? Our Financial Empowerment Bundle is designed just for you! Packed with easy-to-use tools and expert guidance, this bundle will help you gain financial clarity, make informed decisions, and build a strong foundation for lasting wealth.

Imagine the peace of mind and freedom that comes with knowing you're in control of your financial future. Take the first step towards financial independence and start shaping your future today!

Download your Financial Empowerment Bundle now!

https://chrysalis.kartra.com/page/FinancialEmpowermentBundle

Tired of the grind? It’s time to work smarter, not harder! In our latest blog post, we’re revealing financial tips that ...
11/22/2024

Tired of the grind? It’s time to work smarter, not harder! In our latest blog post, we’re revealing financial tips that will help you build wealth, gain freedom, and take control of your future. From passive income strategies to setting clear financial goals, these smart moves will get you closer to financial independence without the endless hustle.

Ready to make a change?

Read the full post here https://onechrysalis.com/financial-tips-for-women-to-build-wealth/

Address

150 Preston Executive Drive Ste 201
Cary, NC
27513

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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