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Total Wealth Management

The CHS Financial Group provides family-based, multi-generational wealth planning services with an emphasis on comprehensive financial planning and investment management solutions. The group is comprised of highly skilled and experienced individuals who work together, using the most advanced technology and research, to construct realistic and effective financial strategies addressing clients' present circumstances, priorities and long-term goals.

As a trusted and experienced advisory team, we focus on providing investment management, comprehensive financial planning, and estate services to affluent families, individuals, professionals, business owners, and organizations. We partner with our clients to help define each of their unique financial needs and craft customized solutions.

As a full-service brokerage we provide our clients with the widest range of opportunities available. We deliver this through a team of skilled professionals who are committed to a high level of personalized service for each client. Our professional team is comprised of advisors Doug Chafe, Stephen Puddister, and Grant Hiscock and supported by a strong administrative team: Lisa Duffy and Julia Smart. Together, the CHS Wealth Advisory Group provides total wealth management solutions to our clients.