Chancellor Wealth Management, Inc.

Chancellor Wealth Management, Inc. is a Georgia-based wealth management firm established in 2002, offering financial planning and investment management services to individuals and high net worth clients. The firm, led by Mr. H. Vincent Clanton, MBA, CFP®, CLU®, provides modular and comprehensive financial planning services, including retirement planning, education planning, and insurance needs assessment. Investment management services include discretionary management of client assets, primarily utilizing mutual funds and exchange-traded funds. As of December 31, 2024, the firm managed $166,660,507 in client assets, with $161,877,220 under discretionary management. Clients are required to have a minimum account value of $100,000, and the firm does not participate in performance-based fees or side-by-side management. Chancellor Wealth Management acts as a fiduciary, providing investment advice in clients' best interests. The firm recommends Charles Schwab as the account custodian, offering ancillary soft dollar benefits to support advisory accounts. Clients have the option to impose restrictions on investments, and the firm conducts periodic reviews to ensure alignment with clients' goals. Clients are responsible for casting proxy votes and have options for retirement account rollovers. The firm's CFP® professionals adhere to the CFP Board's Standards of Professional Conduct. Clients are encouraged to review the firm's disclosures and reach out with any questions or updates.