Chancellor Wealth Management, Inc.

Chancellor Wealth Management is a small wealth management firm that provides comprehensive financial planning, discretionary investment management, retirement-plan education for participants, and selection of third‑party asset management platforms for individuals and high‑net‑worth clients. The firm reports approximately $190.7 million in assets under management as of December 31, 2025 and operates with two investment advisor representatives serving its client relationships.

The firm’s investment process is risk‑tolerance driven using MoneyGuidePro to establish asset allocation models and typically implements those models with a mix of actively and passively managed mutual funds and ETFs, low turnover, and periodic rebalancing. It also uses third‑party managed strategies (the brochure cites Sage Advisory Services for fixed‑income offerings) and may allocate to alternative mutual funds and commodity‑linked ETFs, including gold, when considered appropriate for a client’s objectives.

A distinctive feature disclosed in the brochure is that the advisors are licensed insurance agents who offer life, health, disability, and long‑term care insurance and may receive separate commissions while devoting up to five percent of their workweek to insurance sales, with commissions not offset against advisory fees. The firm also highlights its role in recommending and monitoring third‑party asset management platforms and discloses the conflicts and oversight practices associated with those solicitor/sub‑advisory relationships.