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.