Forbes ranks Chesapeake Wealth Advisors among best in state

Chesapeake Wealth Advisors in Lewes has been named a 2023 Best-in-State Wealth Management Team by Forbes.

The inaugural list from Forbes/SHOOK used quantitative and qualitative data to feature more than 2,800 teams with proven track records of success.

“We are honored to be recognized among an elite group of teams within the financial service industry,” said Michael Porter, executive vice president/wealth management, and financial advisor. “Our team’s core mission is to provide our clients with the best in financial and investment advice to help them reach their goals, and this award reflects the hard work and dedication from each of our team members.”

Along with Porter, Chesapeake Wealth Advisors is led by Jeremy A. Lambert, executive vice president/wealth management. They are joined by financial advisors Ryan J. Zemke and Jason Bentley; account executive Ariel Olson; and client service associates Heidi Jones, Tracy Adams-Kirk, Nancy Carmean and Patrick Kealey.

The team manages more than $884 million in assets for successful individuals, with a singular focus on helping those clients make good financial decisions consistent with their goals. Chesapeake Wealth Advisors consults on a wide range of financial matters, including complex financial planning, portfolio management, retirement income planning, education funding, intergenerational wealth transfer and charitable planning, customized to each client’s unique situation.

“Chesapeake Wealth Advisors sets the standard for excellence in the financial advisory profession. We congratulate everyone on the team on this prestigious accomplishment, along with our sincere thanks for their continued commitment to their clients and to our firm,” said Kevin Reed, president of the firm’s private client group.

For more information, go to ChesapeakeWealthAdvisors.com and Forbes.com.