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Sheila Chesney
Chesney & Company
56 Gun Club Drive
Sheldon, SC 29941
(888) 426-2193
Chesney & Company provides comprehensive private wealth management to a select niche of clients whose value a highly personalized engagement with a trusted advisor. Chesney & Company focuses on business owners, professionals, entrepreneurs and retirees with $3 - $10M in investment assets or the potential of achieving at least the minimum level in a three year timeframe. Chesney & Company creates a custom engagement for each client based on their individual situation. Our fee-only structure enables us to provide an open architecture platform of investment opportunities and we make extensive use of high quality private placements. Chesney & Company also offers proprietary pooled real estate fund to both clients as well as outside investors under our Red Tail Real Estate Opportunity Fund brand.

Chesney & Company is a small company and we intend to remain so. For that reason, we accept approximately ten - twelve new client engagements annually. Our leading edge technology platform includes a Salesforce CRM, Worldox DMS, Black Diamond Portfolio Reporting and Tamarac Rebalancing. Our virtual business model make geographic location inconsequential. Our flexible schedule allows us to work with the client in the most effective manner.
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