Chessman Wealth Strategies

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.

Building wealth and living off wealth are two completely different challenges 👇
05/28/2026

Building wealth and living off wealth are two completely different challenges 👇

05/24/2026

A bad year in the market during retirement can have a much bigger impact than it did during your working years- especially when withdrawals, taxes, and timing all collide.

A lot of DIY investors do an excellent job building wealth over time. But retirement changes the game...The shift from s...
05/21/2026

A lot of DIY investors do an excellent job building wealth over time. But retirement changes the game...

The shift from saving and growing money to creating reliable retirement income introduces a whole new level of complexity ⬇️

In this episode, Wade explains why the stakes get higher near retirement and why even successful self-managed investors may benefit from having a financial advisor in their corner.

🎧 Listen here: https://moneyknight.podbean.com/e/youve-managed-your-own-money-successfully-why-would-you-need-an-advisor-now/?token=056ce88371ede3de29e88f71f3cbd292

Retirement success isn’t about luck- it’s about strategy.🏌️‍♂️
05/14/2026

Retirement success isn’t about luck- it’s about strategy.🏌️‍♂️

05/11/2026

You wouldn’t try to play a full round of golf with just one club… so why try to build your financial future with just one or two investments?

A big mistake people make after receiving a lump sum? Jumping into risky opportunities without a strategy in mind.
04/21/2026

A big mistake people make after receiving a lump sum? Jumping into risky opportunities without a strategy in mind.

04/20/2026

A $3M business sale sounds straightforward- but what do you actually keep? Wade breaks down why that headline number isn’t the same as your take-home amount.

If your advisor isn’t asking about your tax return, that’s a red flag🚩
04/09/2026

If your advisor isn’t asking about your tax return, that’s a red flag🚩

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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