CHASE WEALTH MANAGEMENT, INC.
LAKELAND, FLORIDA

CHASE WEALTH MANAGEMENT, INC., headquartered in Lakeland, FL, is a distinguished financial services firm specializing in comprehensive financial advisory services. With its foundation on integrity and client-focused service, the company provides personalized wealth management strategies, investment management, and individual retirement planning to assist clients in achieving both present and future financial goals. The firm traces its ethos back to 1962 when Bob James established a unique financial services organization committed to long-term fiscal strategies over mere transaction-based trading. This approach underscored moderate stances during financial fluctuations and highlighted a client-first philosophy, setting the stage for over five decades of independence, innovation, and integrity. CHASE WEALTH MANAGEMENT is part of the Raymond James family, renowned for its enduring stability during economic downturns and pioneering mergers that have propelled it to a leading position among independent full-service wealth management and investment banking firms nationwide. It maintains steadfast confidence in adaptive planning tailored to each individual's evolving life circumstances rather than subscribing to generic financial tactics. Incorporated on July 10, 1997 (File No. P97000060252), CHASE WEALTH MANAGEMENT is a Florida-based private, domestic company adhering to DOMP status under the state’s corporate regulations. The firm is actively managed by officers including Matthew J Antos and Jennifer Antos (Secretary). It continues to uphold Raymond James’ values of client-centric service and innovative industry solutions. The official website can be accessed at [chasewealthmanagement.com](http://chasewealthmanagement.com), providing further insights into its services, achievements, and contact details. The recent fiscal update underscores a commitment to adaptability in financial planning as evidenced by their latest annual report dated February 5, 2024.