Welcome

At The Chinn Team, we build lifetime relationships with the clients we advise, serving as trusted resources, proactive guides and thoughtful partners accustomed to navigating the challenges that substantial wealth can pose.

The clients who engage our help typically lead very busy lives, with intersecting professional and personal commitments. We help these individuals and families calm down complexity, devoting the time and attention to their wealth that it deserves.

Clients from varied paths look to us for assistance. Many are wealth creators and senior executives who are mid-career or anticipating retirement in the next few years. Some look to us to chart a pathway to a secure and fulfilling retirement. Others recognize a need for a strategic approach to transfer wealth to the rising generation. And still others seek our assistance for a customized approach to investing and planning—one that encompasses their entire balance sheet.

Our work is predicated on a simple precept: do the right thing by each client. That directive is the wellspring of our success—a principle that has allowed us to have a significant, positive impact on the individuals and families we advise.

A perspective refined by experience
The founder of our team, Brian Chinn, offers more than 25 years of experience in wealth management and private banking. Brian is joined by long-time colleague Jimmy Szeto, who serves as our Investment Associate, offering particular depth in financial planning. Our service model is led by our Client Associate, Elise Kiya, who has earned her reputation for diligence and responsiveness.

Together, we offer a high-performing culture that looks to foster a preeminent client experience. Here are a few of the ways we look to differentiate our approach:

• We listen before we prescribe any action. Attentive listening is foundational to our approach. When we begin a new relationship, we gain an in-depth understanding of each person's circumstances. We seek to learn more about their finances, careers and tax situations. Equally important are their family dynamics, aspirations and financial concerns. These conversations are critical to our awareness, and they continue throughout the relationship, both to inform our perspective and support clients in anticipating what lies ahead.
• We begin with a thorough plan. For anyone who has built a house or undertaken a remodeling project, the importance of a good blueprint is quickly apparent. We adopt that same mindset when it comes to client wealth. Brian Chinn and Jimmy Szeto both hold the CERTIFIED FINANCIAL PLANNER^® certification awarded by the CFP^® Board of Standards, Inc. This certification, considered the pinnacle attainment within financial planning, allows us to offer a refined level of strategy and advice, tailored to the parameters of each person or family.
• We operate with a sense of urgency. Client comfort motivates us to do our work thoroughly and well. We know that when clients have questions, they deserve prompt action. We take that responsibility very seriously, maintaining clear communication with clients, as well as their tax and legal advisors. Our responsiveness, we believe, sets us apart, helping clients to regain confidence, knowing their financial affairs are in the hands of a capable team that prioritizes their ease.

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Integrity and consistency in our decision-making
When clients entrust their wealth to our care, we appreciate the gravity of that undertaking, offering focused attention and principled advice. We embed integrity and honesty into our decisions, deriving satisfaction from the knowledge that we are doing everything we can to advance clients' best interests:

• A highly customized investment approach. We recognize that clients have distinctive risk tolerances, tax situations, time horizons and cash-flow needs. We honor that singularity through intensive customization, crafting portfolios grounded in diversification and designed to weather varied market conditions. We also remain mindful of investors living in high-tax states and the actions we can take to reduce their exposure to capital gains.
• A willingness to help. Our goal as a team is to make clients' financial lives easier and more cohesive. To that end, we look to add value in any way we can. Sometimes that means putting clients in touch with trusted resources, like CPAs and estate attorneys. At other times, it means tackling projects that require once-off analysis or research. Whatever the inquiry, we offer a poised outlook and a steady perspective, eager to enhance the lives of the people we advise.

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We welcome the chance to speak with you about your wealth-management needs. Please reach out to any of our team members to discuss your situation.