We believe that close personal attention is the key to helping you achieve your investment goals. Since 1963, we have had the good fortune of developing Client relationships that can be counted in decades, not just years or months.
A Personal Touch to Achieve Your Goals
Plan for a Strong Tomorrow
Comprehensive Wealth Management & Financial Planning
Comprehensive financial services empower you to live a life of freedom and flexibility. You will feel more confident and in control when you have a clear understanding of where you stand and where you are heading. Churchill Management is the investment advisor you can trust to help you manage your future.
Our professional team of wealth managers and Certified Financial Planners (CFP®), are ready to take on your account. We can help with optimizing and analyzing your current financial strategy.
Investment management and wealth-building strategies have to be custom fit to each client—we aim to put you in the driver’s seat. At Churchill Management, we don’t believe in a one-size-fits-all approach. We aim to build, monitor, and oversee your wealth in the ways that work best for your investable assets and financial goals. We will help you create a unique multi-strategy investment solution that takes into account your risk tolerance and goals. Our investment advisory team will then continually monitor your account and keep you in the loop at all times.
Financial Planning Services
There are many moving parts in a strong financial plan. The strategy you put in place today may set the tone for the rest of your financial journey. Financial Planning aligns your full financial situation to help you meet your long-term goals. Our experts are able to help you cover every aspect of your strategy. Whether you want to retire early, leave a legacy, or just live comfortably for years to come, financial planning with our experienced team aims to help you turn your dreams into a reality.
Tax Planning Analysis*
With a complicated tax system and a number of write-off opportunities, working with your CPA, we want to help you manage your investments to get the most out of your wealth. We can also connect you with professionals who can help you plan for strategic business purchases, gifting, donations, and other aspects of the tax code that will impact your wealth management. See disclosure below.
Trust & Estate Planning Review*
Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We can also help connect you with experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help you help outline a clear path forward to achieving your legacy goals. See disclosure below.
Risk management is one of the best lines of defense against unplanned events and threats that could knock things off course. From risk capacity analysis to assessing day-to-day hazards, we will get to know you and outline a personalized risk strategy. You already take precautions to protect your assets, let us give you another perspective by putting experienced fiduciary professionals on the case.
Honest Planning. Client-Focused Advising.
We believe in building relationships and bringing the personal touch to every strategy. Our clients have stuck around for decades because of our approach to client-focused wealth management.
You need someone in your corner who will truly get to know you and understand the challenges you face. We are looking at the big picture for our clients and committed to building wealth over the long term.
You achieve the best results when you look at your financial situation comprehensively. We will maintain consistent communication so you know where you are in regards to your assets, finances, and future.
Perspective You Can Count On
We are always upfront with our perspective and advice. You need a company that has no hidden agendas or incentives that could steer you slightly off course. Our main focus is on keeping our clients at the top of their game, creating a symbiotic relationship that benefits you first and foremost.
Full-Service Wealth Management Firm
With over 50 years of experience, we have a broad grasp of everything you may need for a stronger financial plan. We've worked with high net worth individuals and companies that want to pursue an RIA to help build a stronger financial future.
It is the mission of Churchill Management Group to build wealth for our Clients over the long term.
Resources To Help Your Financial Life
Our team of experts is one of our most important assets and we are really proud of the financial firm we have built. Our team is always ready to assist with management, assessment, protection, and planning. Since 1963, we’ve been working with clients to build brighter futures and reach a higher potential. We take those relationships seriously and pour a lot of time into each one.
Our holistic approach and full-service capability enables us to look at the big picture for a broader approach to wealth management. We are here for the long term. Our competitive fee structure is transparent and won't have any hidden surprises.
*Financial Planning Services Disclosure
Financial Planning Services Disclosure; Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.