Chastain Wealth Management

We help our client get off the escalator of success and start living the life they truly want!
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www.chastainwealth.com

Embrace the present, cherish the good moments, and learn from the challenges. Here's to a weekend filled with joy, laughter, and meaningful connections. Enjoy every second, and come back refreshed and inspired!

Chastain Wealth helps our clients with Investment Management by focusing on Diversification, Disciplined rebalancing of accounts,Asset Allocation/Location, Tax and Fee Mitigation and more.

www.chastainwealth.com

Chastain Wealth counsels our clients on how to best take advantage of their company benefits, including deferred compensation and stock plans.

A Virtual Family Office is not just an online platform; it comprises a team of skilled professionals dedicated to assisting clients with their diverse planning requirements. In contrast, a traditional Family Office typically serves a single ultra-high net worth family with assets exceeding $50 million. We have adapted the Family Office approach to offer advanced planning services to clients with assets ranging from $5 million to over $25 million.
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Chastain Wealth offers guidance to clients on any aspect that may affect their financial well-being, aiming to nurture and safeguard the incredible lives they have established. To learn more, visit our website www.chastainwealth.com
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Your beneficiary and trustee designations are wrong.
If you were to pass away, the people who would be in charge of your money might not be the ones you would currently choose.
Because we only work with a small number of wealthy families, we will find and correct that.
Your advisor at a behemoth won’t.
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We begin all client relationships with two, no pressure meetings to help identify where you are today, where you want to go and any gaps that might exist.

Happy Mother’s Day! To all the extraordinary moms who inspire us every day, we wish you a Mother’s Day filled with love and gratitude.
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You're not just a number to us....

May this be a refreshing weekend that leaves you recharged for the week ahead!

In the midst of a constant barrage of information and opinions, it can be challenging to stay focused on the big picture when it comes to investing.
Chastain Wealth recognizes the importance of cutting through the noise and honing in on what truly matters for your long-term financial goals.
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Chastain Wealth collaborates with clients to safeguard their wealth before any liability event, ensuring they retain their hard-earned assets.
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Chastain Wealth Management is proud to make a $25,000 gift to the University of Florida’s Speech and Debate Club to promote free speech.

Free speech is imperative to a robust economy and for a capitalistic/democratic society. The free exchange of ideas does two major things:

#1 People feel free to express their ideas, even if they are unpopular. Many of those “forbidden” ideas become the basis for major improvements in society such as promoting equal rights for women, abolishing slavery and allowing gay marriage.

#2 When people exchange ideas in a genuine way, they allow people to (1) modify their opinion, (2) educate the listener and the speaker, and 3) even if a listener doesn’t agree, help the listener understand why the speaker believes what she believes which improves relationships.

Genuine debate between two opposing viewpoints is something we should all cherish as Americans.

Thanks to Dr. Gil Carter and Grad Assistant Allison Winter and the four excellent Gators who represented UF. Evan Smith (President)Joseph Varco, Ashlyn Cechowski, and Elie Litersky.

Single Stock Risk:

This is a risk you are taking by buying the stock of a single company. The chance that a single company, any company, could go bankrupt is inherently greater than the chance of that happening to a mutual fund which is made up of hundreds or thousands of different companies.

You can reach all of your financial goals with mutual funds and ETFs and take much less risk than you would by having a large portion of your net worth in a single stock.

Meet Larren! Chastain Wealth was established by Larren Odom, MBA, CFP®, who previously served as a partner at a prominent Registered Investment Advisor Firm.
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It's important to have asset protection strategies to safeguard your wealth. Chastain Wealth helps clients prepare for potential liabilities to prevent loss of hard-earned assets.
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Do you ever feel like just a number with your advisor? It’s not their fault… they have too many clients. We limit the number of clients we work with so we can give you all the personalized attention you deserve!
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Stepping out of your comfort zone and taking risks can lead to amazing new experiences and achievements. Embrace the unknown with courage and determination, and you may just find yourself on the path to greatness.

We begin all client relationships with two, no pressure meetings to help identify where you are today, where you want to go and any gaps that might exist.

Our clients are high-earning executives, affluent professionals, and successful business owners who require expert guidance on wealth management and investment strategies for important financial matters such as divorces, business transactions, and estate planning.

We help our client get off the escalator of success and start living the life they truly want.
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A Virtual Family Office should not be confused with an online platform. It comprises a team of skilled professionals dedicated to assisting clients with a diverse range of planning requirements.
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Our process evaluates your current status, future goals, and obstacles to provide personalized guidance for achieving your objectives.
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Jennifer focuses on helping Chastain’s clients plan their financial future, protect their assets and achieve financial security for themselves and their families.
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We hope your day will be filled with so much love! Happy Valentine’s Day!

Tax laws are constantly changing.We were excited to hear about the latest court cases from the great Sam Donaldson.
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We prioritize legal and ethical options that align with our client’s financial goals. Our team conducts a thorough evaluation of each client’s financial situation and works closely with your certified public accountants to stay up-to-date with the constantly evolving tax regulations. Our ultimate objective is to ensure our clients pay their fair share.

Schedule your consultation today.
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What is the best way to give constructive feedback? According to our favorite social psychologist, Adam Grant, PhD, it’s not with a compliment sandwich!

Prof. Grant says that while “giving a compliment sandwich might make the giver feel good, … it doesn’t help the receiver” accept the feedback better. Instead, he recommends that you give the constructive criticism straight, but using “four steps to make your criticism feel constructive. You can read his advice here: https://adamgrant.substack.com/p/stop-serving-the-compliment-sandwich?utm_source=substack&publication_id=1285137&post_id=140761955&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=22i1ey

You can listen him to discuss constructive feedback in his podcast with Jennifer Garner here: https://podcasts.apple.com/us/podcast/jennifer-garner-realizes-her-hidden-potential/id1554567118?i=1000640920888&utm_source=substack&utm_medium=email

The federal Corporate Transparency Act (CTA) went into effect in the US on January 1, 2024. It requires business owners to submit a Beneficial Ownership Information (BOI) report to the US Department of Treasury FinCen department, disclosing the beneficial owners of businesses (those who own 25% or more or who have a “major influence” on company operations). https://www.fincen.gov/boi

For pre-existing companies, the deadline is January 1, 2025.

But those businesses created in 2024 will have 90 days after creation to submit the report. For businesses created in 2025, they will have 30 days after creation to file the report.

If you want to read more about the why/who/how, click here: https://www.uschamber.com/co/start/strategy/small-business-corporate-transparency-act