At Chrysalid, we are committed to helping our clients flourish by collaborating to achieve financial clarity, purpose, and peace of mind. Anchored by extensive experience working with institutions with complex financial needs, we chart a course from your unique and complex financial circumstances to create a tailored strategy and structured investment program. Our level of care helps you to gain peace of mind knowing you achieved your financial goals.

As a fee-only independent Wealth Management and Investment Consulting firm, we neither sell financial products nor receive compensation from anyone other than our clients, resulting in advice that is in your best interest.