Chasewood Wealth Management provides comprehensive, independent financial services to plan and manage, invest and build, and preserve and protect wealth for clients in greater Houston and throughout Texas. We focus on financial planning, investment management and insurance services to accomplish each client’s goals based on personal factors, appropriate time horizons and acceptable risk tolerance.
We formed Chasewood Wealth Management in 2005 to combine the personal focus and responsiveness of a small, independent advisory group with the breadth of services and expertise of a large investment management firm. As an independent adviser, we offer professional advice without conflict, making decisions based on your best interests and with your goals in mind—without the implied influence of sales quotas or allegiance to any particular fund, manager or company.
We value strong, enduring relationships. We are committed to you, your family and your business’s success at every milestone and challenge. We know there can be no more valued trust than caretaker and steward of your assets and your legacy, and we are passionate about growing and protecting them. As such, our success is always tied to your success.
We strive to provide unsurpassed personal service. When we imagined the company that became Chasewood Wealth Management, we wanted to stand on a foundation of exceptional service that would distinguish us from other firms. To that end, we intentionally limit our practice to a smaller number of clients than many advisers, believing our concentrated efforts can make a greater impact for those we serve. Our clients have after-hours access to our management team, as well as concierge-level services that extend beyond traditional investment services.
We are driven by a disciplined yet creative approach to wealth management. Our role varies with each client, but we stand firmly on well-tested methods of providing financial advice and service. We know that time, not timing, brings the best opportunity for success, so we focus on well-researched, thoughtful and innovative solutions to accomplish your financial goals. Even with our conservative approach, we always strive to outperform in each and every task required to execute a sound and successful investment process.
Chasewood Wealth Management brings a wealth of financial services and wealth management experience to your financial situation. Our team is dedicated to the highest level of quality and service as we work together to plan, invest and protect your wealth and that of your family, business and legacy.
Mark’s depth of financial knowledge and experience as well as his distinguished military career prepared him well for his strong leadership role at Chasewood Wealth Management. Nearly two decades at Merrill Lynch, Pierce, Fenner & Smith gave Mark a firm foundation in proven wealth management strategies for high-net-worth clients. Prior to his long career at Merrill Lynch, he wore the Wings of Gold as a captain in the U.S. Marine Corp., instilling a level of discipline, commitment and focus that dovetails nicely with the skills needed to successfully lead our investment team and manage your portfolio.
Mark graduated from Sam Houston State University with a BBA before embarking on his military career. He is a dedicated family man who enjoys spending time with his wife and partner Herminia and their daughter Madeline. He is an avid outdoorsman, world traveler and self-professed foodie and gourmet cook.
Kristy joined Chasewood Wealth Management in 2013 after graduating from Sam Houston State University with a criminal justice degree and a minor in Spanish in hopes of someday pursuing law school. She brings the same focus and drive to her commitment to financial services, gaining her insurance licenses and adding specialized knowledge in personal, disability and long-term care insurance solutions. Kristy lives in northwest Houston and enjoys traveling, gardening and exploring Houston and surrounding areas with husband Jim.
Check the backgrounds of these investment professionals on FINRA’s BrokerCheck.