Chrysalis Capital Management
We engage, educate, and empower each client, enabling them to build stronger connections between goals and financial resources.
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’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 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 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.
Benefit from our collective wisdom and experience.
Stephanie Baines Bowens
“As a wealth advisor, I believe that accumulating and preserving wealth requires that essential combination of financial planning, asset protection, and investment management.”
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.
We have the tools and expertise to help you succeed and the drive to get you there.
Developing a financial plan, implementing it, and consistently monitoring progress can be quite a challenge. That’s why we’re here.
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.
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.
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.