Chessman Wealth Strategies

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Chessman Wealth Strategies Independent Wealth Management Firm based in Dallas, TX. We do this by acting as your personal wealth advisor.

Chessman Wealth Strategies is a wealth management firm in Dallas, TX that specializes in helping people in transition such as widows, people going through divorce, and those moving into retirement, make smart choices about their money. We use a consultative process to identify your current financial situation and challenges and then work with an experienced team to help you pursue your most important financial goals.

Good financial decisions aren’t always complicated.Sometimes it’s less about finding the next opportunity and more about...
09/21/2026

Good financial decisions aren’t always complicated.

Sometimes it’s less about finding the next opportunity and more about making sure nothing you already own has been overlooked.

Check out our new episode, now live wherever you listen to podcasts, for more insights! 🎙️

09/19/2026

Unclaimed property can come from old bank accounts, uncashed checks, utility deposits, insurance proceeds, dividends, payroll checks, and other financial assets that were never reunited with their owner.

After enough time passes, that money may be turned over to the state until the rightful owner- or sometimes an heir- comes forward to claim it.

That’s why it’s worth doing a quick search every so often. You may be surprised by what’s waiting for you!

What if there’s money out there with your name on it… and you don’t even know it? 🤔Texas is currently holding billions o...
09/17/2026

What if there’s money out there with your name on it… and you don’t even know it? 🤔

Texas is currently holding billions of dollars in unclaimed property, including forgotten bank balances, old checks, utility deposits, insurance proceeds, dividends, and more ⬇️

In this episode of The Money Knight, we explain how that money ends up with the state, how to search for it, and what it takes to claim what may already belong to you.

🎙️ Listen here: https://moneyknight.podbean.com/e/is-the-state-of-texas-holding-money-that-belongs-to-you/?token=180fe786d40c13886db632469cbf731a

09/06/2026

A 401(k) can be a great tool for building wealth, but that doesn’t mean it’s a complete retirement plan.

A big 401(k) balance doesn’t automatically mean you have a retirement plan.Saving for decades is only half the equation....
09/03/2026

A big 401(k) balance doesn’t automatically mean you have a retirement plan.

Saving for decades is only half the equation. Once retirement arrives, you still have to turn those savings into reliable income while managing taxes, market risk, Social Security, and healthcare costs.

Tune in as we talk about why your 401(k) can be a great wealth-building tool-but why it’s only one piece of the retirement puzzle ⬇️

🎙️ Listen here: https://moneyknight.podbean.com/e/your-401k-is-not-a-retirement-plan/?token=2c600d175dd7a72d6de126b5dbe0061d

Tax planning shouldn’t stop with this year’s return.If taxes rise in the future, the decisions you make today could have...
08/26/2026

Tax planning shouldn’t stop with this year’s return.

If taxes rise in the future, the decisions you make today could have a big impact on what you keep in retirement 📈

08/23/2026

One of the biggest retirement fears? Outliving your money. 💰

Dave Ramsey has helped millions of people improve their finances, but retirement planning often requires more nuance tha...
08/12/2026

Dave Ramsey has helped millions of people improve their finances, but retirement planning often requires more nuance than broad, one-size-fits-all advice.

More in our latest podcast episode 🎙️

Address

7557 Rambler Road, Ste 1010
Dallas, TX
75231

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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