Google reviewers rate Chessman Wealth Strategies five stars based on forty-five reviews, with the owner not replying to any comments. Clients describe long-term relationships where the firm provides retirement planning, estate management, and tax guidance. Recurring themes include detailed explanations, patient communication, and a focus on long-term goals rather than quick schemes. Reviewers note that the team is responsive to questions and offers regular portfolio reviews, resulting in consistent investment growth and confidence in their financial future.
Google rating: 5.0 out of 5 from 45 reviews (100% five-star).
Reviews on this page: 45 Google reviews (42 with written comments, 1 with photos).
Owner responses: the business replied to 0% of reviews.
Most recent review: April 2, 2026.
Service: Financial Planner serving Irving, Texas.
Data from Google, last updated October 26, 2026.
Photos
Customer reviews
5.0
★★★★★
45 reviews on Google
5★45
4★0
3★0
2★0
1★0
Reviews from Google, shown as published (original wording, unedited).
What customers talk about
We read 42 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come.”
“They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings!”
“Everyone at Chessman Wealth is kind, thorough and thoughtful, and we highly recommend them.”
“Sean and team have done a great job managing our portfolio and keeping our goals on track!”
“Chessman focuses on long-term planning and consistent growth, not get rich quick schemes.”
“Just as importantly, the finance team delivers clear explanations and options.”
People customers mention
Sean6 reviews
Wade5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Jobs customers hired them for— from Google's service tags and the review text
Team members customers mention
Filter by topic— each topic is highlighted in the reviews in the same color
Nancy Self5 reviewsiTotal number of Google reviews Nancy has written across all businesses on Google Maps, not just this one.
I am so pleased with the Chessman Wealth group of advisors. They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come. It does not matter how much money you have I feel they treat everyone the same way. If you are looking for someone new or just a change give them a try you will not be disappointed I promise.
Price assessment: Reasonable price
Services: Financial coaching, Tax planning
Steve Robertson3 reviewsiTotal number of Google reviews Steve has written across all businesses on Google Maps, not just this one.
My husband and I are so grateful for Chessman Wealth. We have worked with them for many years and want to especially thank Sean for all his patience in answering all our questions. Everyone at Chessman Wealth is kind, thorough and thoughtful, and we highly recommend them.
Kent Carpenter2 reviewsiTotal number of Google reviews Kent has written across all businesses on Google Maps, not just this one.
We have been with Chessman over 20 years. They have always been very detail oriented. Asking questions that will lead to sound financial decisions. They focus on your goals and how to achieve them. Chessman focuses on long-term planning and consistent growth, not get rich quick schemes. Very satisfied with their performance.
Services: Financial coaching, Tax planning
Will DeWeese6 reviewsiTotal number of Google reviews Will has written across all businesses on Google Maps, not just this one.
My wife and I have partnered with Chessman Wealth for over 5 years. Every year our portfolio of investments grows. Just as importantly, the finance team delivers clear explanations and options. We meet biannually for a full review, and any other time we have questions, they are quick to respond. Wade Chessman and his team of certified analysts are worth our investment.
Jennifer Morale3 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
Tony and I started with Wade Chessman and crew when we retired in 2020. They have worked with us in growing our retirement investments! We meet once a year to plan out our year and go over our increased investments from previous year! They work very hard on placing our investments in stocks and bonds where they grow the best! We have been very happy with the growth of our investments over the years we have been with Chessman Strategies! They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings! All the employees there are very professional and awesome! We would refer them to anyone wanting to grow their investments!
Dennis Howard1 reviewiTotal number of Google reviews Dennis has written across all businesses on Google Maps, not just this one.
Wade and his team have been doing a remarkable job managing our retirement funds. They clearly explain what they are doing to help us achieve our retirement goals. They also guide us through all the best ways to manage our tax obligations. Besides our annual “checkups” to see what our needs are each year, they are always available for any immediate needs, when necessary. We highly recommend Wade and Chessman Wealth Strategies to anyone looking for honest and successful wealth management!
Price assessment: Great price
Services: Financial coaching, Tax planning
Jeff Kilpatrick6 reviewsiTotal number of Google reviews Jeff has written across all businesses on Google Maps, not just this one.
My wife and I have worked with Chessman for a year and a half and they are excellent. Their comprehensive approach to ensuring you have all the right financial and estate planning is very thorough and much better than other financial planners I have used that only focus on investment choices. We especially like Chessman's focus on financial planning for our unique family situation and our planned retirement meeting the different financial goals we have. It gives both my wife, and I comfort that we have a plan in place that not only meets our goals but ensures we have enough money to live to old age! I also really live their faith focus and being Certified Kingdom Advisors as this is an important part of our lives.
Price assessment: Reasonable price
Services: Financial coaching, Tax planning
Jacie Minick2 reviewsiTotal number of Google reviews Jacie has written across all businesses on Google Maps, not just this one.
Always detail oriented, patient, great listeners, calm and faithful. I am a retired teacher and have relied and trusted Chessman wealth for 20 years. I fret about $ and am comforted by having them do the fretting for me 🤪
