Chrysalis Capital Management

We Engage

We engage investors and centers of influence who are looking for a custom-tailored approach and a deeper understanding of wealth management. Our relationship with you will be built on empathy, trust, and mutual accountability.

We Educate

We’re dedicated to helping you expand your financial knowledge through one-on-one communication, seminars, newsletters, special reports, and blogs. We also can educate you on managing everyday finances and the technology that makes this easier.

We Empower

We challenge each client to uncover what you value most in life and to bring those values into financial alignment. Our financial advice will be benchmarked by the specific goals and values of defined life stages.

Our Story

Our combined experience of nearly 50 years in wealth management has shown us that one solution doesn’t fit all. That’s why we created Chrysalis Capital Management, a firm dedicated to highly personalized service for our clients.

We base our relationship with each client on a deep understanding of overall financial situation, goals, fears, and challenges. In listening, we come to understand your core values, beliefs, and constraints.

We are unrestricted by proprietary entanglements, which allow us to identify solutions based solely on the unique needs of each client.

We value proactive and responsive communications.

We’re committed to an open dialogue on the development and implementation of strategies, solutions, products, fees, and trading patterns.

"The future belongs to those who
believe in the beauty of their dreams."

Eleanor Roosevelt

Our Team

Stephanie Baines Bowens

CEO/Wealth Advisor

“As a wealth advisor, I believe that accumulating and preserving wealth requires that essential combination of financial planning, asset protection, and investment management.”

Read more

Save

Kayte

Kayte Daino

Sales Associate

Kayte holds a bachelor’s degree with a major in biology from Peace College in Raleigh. She has lent her skills and talents to Chrysalis since its inception in the spring of 2014.

Read more

"The future depends on what you do today."

Mahatma Gandhi

Services

Financial Planning

Developing a financial plan, implementing it, and consistently monitoring progress can be quite a challenge. That’s why we’re here.

Read more

advisory-services

Advisory Services and Investment Management

Smart investing can benefit you at any age or stage of life, whether you’re young and just getting started, you’re wondering about retirement, or you’re already there.

Read more

assets

Asset Protection and Risk Management

Life is full of an amazing variety of risks. Our goal is to make sure you are properly protected and covered by the appropriate insurance vehicle or another legal instrument.

Read more

Wealth Management and Estate Planning

For those who have built wealth over one lifetime or several generations, our experience guides us in developing an estate plan so you can successfully pass on your wealth to others.

Read more

Connect with Chrysalis Capital Management

Contact Info

Address: 150 Preston Executive Dr, Suite 201, Cary, NC 27513

Phone: 919.720.4806

Fax: 919.869.2220

Email: info@onechrysalis.com

brokercheck_logo3x

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    Please enter the text below

    captcha