Chloey Wealth

09/30/2026

You can manage your finances on your own, but you don’t have to.

Working with a financial advisor means having someone who can see the bigger picture, help you navigate complex decisions, and keep your financial strategy aligned with where you’re going (not just where you are today).

At Chloey Wealth, we believe the right guidance can bring more than financial clarity. It can bring confidence, perspective, and peace of mind.

Sometimes, the smartest financial decision is knowing when to bring someone into the room.

09/21/2026

Wealth is more than a number; it’s a tool for building the life that matters to you.

At Chloey Wealth, we believe your goals deserve more than a plan, because your success isn’t just a metric; it’s personal.

08/19/2026

Chloey Wealth is hiring for a new team member: Executive Assistant to the Founder & CEO. We'd love it if you'd share with your network!

Chloey Wealth

08/17/2026

Why start Chloey Wealth?

For Jenna Vitosh, the answer is simple: to create a wealth management firm where relationships come first, and financial planning is as unique as the people it serves.

After years of helping individuals and families build confidence in their financial futures, Jenna founded Chloey Wealth to offer a more personalized, independent approach to wealth management—one rooted in trust, education, and long-term partnership.

Whether you're planning for retirement, growing your investments, or building a legacy, Chloey Wealth is here to help you move forward with confidence.

Welcome to a new way of thinking about wealth.

08/10/2026

Say hello to Amelia, Client Service Representative!

Amelia brings a background in business development, collegiate athletics, and a talent for making complex financial decisions feel a little less complicated. She's thoughtful, driven, and passionate about helping clients build confidence in their financial future.

You can find Amelia training for a triathlon, exploring the outdoors, or planning her next trip to the Czech Republic to visit family.

We're excited to have Amelia on the team and can't wait for you to meet her!

08/03/2026

After fifteen years helping clients navigate life's biggest financial decisions, Jenna Vitosh made a bold decision of her own.

She started Chloey Wealth—an independent, woman-led wealth management firm built around one simple belief: financial advice should be centered on the people it serves.

The same trusted relationships. The same thoughtful guidance. Now with the independence to create strategies tailored to each client's unique goals and values.

Today, that vision is Chloey Wealth, and we're just getting started.

06/19/2026

Chloey Wealth will be closed on Friday, June 19, in observance of Juneteenth. As we commemorate this important day in our nation's history, we remain committed to serving our clients and community with clarity and confidence. We will reopen on Monday, June 22.

04/15/2026

You’re building a business.
You’re building a life.
Your financial plan should support both.

Let Chloey help with your work/life balance (the financial kind).