Make Your Journey Extraordinary

Chequers Financial Management is a boutique of independent, seasoned and objective advisors. We guide you through the challenges and opportunities associated with managing substantial wealth in a dynamic, engaging and meaningful way. And our exclusive, hand-selected client list ensures we are able to deliver tailor-made solutions and dedicated service of the highest caliber. We help wealth endure. We are Chequers.

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Our Purpose

Passionate. Elegant. Enduring.

Chequers Financial Management was formed with a single premise: to establish long-term, lasting relationships to best serve the needs of high-net worth individuals and families. All of our partners receive highly individualized-personalized service and advice, helping them navigate the challenges and opportunities presented by substantial wealth. But most important, we make sure all decisions are guided by one decision: yours.

The Purpose
"Never squander wealth." The Chequers Name

Our Philosophy

Not all financial firms are created equal.

At Chequers, we believe that earning and attaining wealth is hard work, and that managing it should be a purposeful, engaging and dynamic experience. Our passion is to partner with you and help you on your journey of continued financial success.

Personal CFO

It's our mandate to provide our clients with a comprehensive wealth experience. One that is tailored to suit your goals and needs. Our priorities include, but are not limited to: active tax planning, estate planning, cash flow and long-term scenario planning, among others. It won't be long before you realize why Chequers stands out from any wealth management advisors out there.

Family Enterprise

The attention you deserve with the expertise you expect. Our Family Enterprise advisory service offers family office capabilities delivered through a boutique experience. We advise on important aspects of managing complex wealth. As your financial partner, we consult clients on a variety of issues from specific mandates to optimizing the overall financial enterprise as a whole.

Investment Management

Our primary objective is to deliver an outstanding investment experience to every client. We assess what you have and bring to the table complementary equity, fixed income and alternative investments insights and access. Deep working relationships, best-in-class solutions and a dedication to service-oriented culture all come standard (along with the quest for higher returns).

Corporate Executive Services

All the status, without the quo.

From complex compensation plans to intricate tax issues, Chequers provides counseling to Corporate Executives that pushes the boundaries beyond the expected. We understand the unique challenges and opportunities Corporate Executives face when managing substantial wealth. Rather than decide in a vacuum, executives need a strategic advisor of the highest quality, who intimately understands their needs—and provides guidance every step of the way. Let Chequers be there for you.

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Partnering With Chequers Remains An Unrivaled Experience

Navigate your wealth experience with a partner who can deliver the highest-caliber service to suit your needs.

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In The Press

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VISIT847 Sansome Street, Ste 250San Francisco, CA 94111

We're growing and searching for the most qualified and client-oriented professionals to join our team. Please contact us at