Chastain Wealth Management

At Chastain Wealth Management, we believe that managing your wealth is not just about investing your money, but also about living the life you truly want. We are a team of expert professionals who specialize in helping high-net-worth individuals, executives, and business owners navigate their financial lives. Our Virtual Family Office model provides personalized planning and investment management tailored to each client's unique needs and goals.

Our Story

Chastain Wealth Management was founded by Larren Odom, a seasoned financial expert with over 25 years of experience in insurance, financial planning, and investment management. Larren has helped countless clients protect and grow their wealth, and has been featured in prominent publications such as The Wall Street Journal and NerdWallet. Today, our team is comprised of experienced professionals, including Larren Odom, MBA, CFP, Jennifer Devine Odom, J.D, CFP, and David Hultstrom, MBA, CFA, CIMA.

Our Services

At Chastain Wealth Management, we offer a wide range of services designed to meet the unique needs of our clients. Our services include:

• Investment Management: We use our expertise to help you make informed investment decisions and manage your assets for long-term success.
• Tax Planning, Preparation & Mitigation: Our team of experts will help you minimize tax liabilities and optimize your financial returns.
• Elder Care Strategies: We can help you prepare for the future and ensure that your assets are protected and passed down to future generations.
• Executive Compensation: Our experts will help you navigate the complexities of executive compensation and ensure that your compensation package aligns with your financial goals.
• Insurance: We will help you navigate the complex world of insurance options and ensure that you are properly protected.
• Estate Planning & Wealth Transfer: Our team will help you create a comprehensive estate plan that ensures the transfer of your wealth to future generations.
• Business Sale & Valuation: We can help you navigate the sale or valuation of your business, ensuring that you get the best possible deal.
• School & College Advising: Our experts will help you plan for your children's education expenses, ensuring that you make the most of your financial resources.
• Asset Protection: We will help you protect your assets from legal liability, asset seizures, and other potential threats.
• IRS Disputes: Our team will help you navigate any disputes with the IRS, ensuring that you are protected and your interests are represented.
• Jewelry & Fine Art Appraisals: We can help you appraise your valuable assets, ensuring that you have a clear understanding of their value.

Our Process

At Chastain Wealth Management, we believe that every client is unique and deserves a personalized approach. Our process is designed to understand your specific needs and goals, and to provide you with tailored solutions to achieve your financial objectives.

We begin every client relationship with a comprehensive discovery process, where we work together to identify your financial goals, current financial situation, and any gaps or challenges you may be facing. From there, we develop a customized plan that aligns with your goals and provides you with the guidance and support you need to achieve success.

Our Team

Our team of experts is comprised of experienced professionals who are dedicated to helping you achieve your financial goals. We are committed to providing you with personalized service, expert guidance, and unwavering support every step of the way.

Contact Us

Please feel free to reach out to us to learn more about how we can help you achieve your financial goals. We look forward to working with you.