The CH group was founded with the goal of delivering the vast resources of one of the world’s largest wealth management firms with all the intimacy and personal service of a small boutique. Many of our clients are wealthy individuals and their families, usually having between $2-20 million in investable assets, who were referred to us by other clients or by professionals outside of our industry. Typically a client comes to us for professional advice and guidance due to a major change in their personal or family’s financial situation. Their needs have become more sophisticated and complex and they believe they could benefit from having a partner in the process. By taking a holistic approach to the wealth management, wealth preservation and wealth transfer process, we aim to assist clients with every aspect of their financial lives. We work closely with their outside professionals to help ensure that their tax and estate planning activities are aligned with their personal and financial goals.
The CH group is privileged to often be working with the 2nd and 3rd generation of a client's family. Sensitivity to client needs and conscientious attention to detail are the hallmarks of our group and we have received numerous awards for service excellence and financial advice. We are a group of four dedicated, professional women with a combined 100 years of investment experience at Merrill Lynch. Our clients have come to rely on us as partners for all of their major life events and financial decisions. Our goal is to educate our clients, simplify their lives and help them gain a better understanding of their financial situation. Our strength is in anticipating issues and providing strategies for risk or uncertainty in our client’s financial lives. Our job is to worry for our clients so they don’t have to.
The CH group is proud to have Judith Chipps, Senior Vice President-Wealth Management and Wealth Management Advisor, as the leader of the group. Judith has been an advisor with Merrill Lynch since 1979. She is a graduate of Smith College and received her MBA from UCLA. Judith is a Certified Financial Planner™ certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc.