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Working with Chace

Thanks for stopping by. Financial planning is something I care a lot about, and I hope this website is a source for information for business owners and high earners like you.

 

Here's the thing, life speeds up quick and it's easy to lose track of what will move you forward. And that's okay. Your job isn't to be good at everything, it's to put yourself and the people around you in the right positions to optimize success.

 

Education is one thing, but executing is completely different. If you're considering working with an advisory team to enhance your finances, having trust that the team you're working with will execute in your best interest is invaluable.​​ If you're interested in working with my team, the details below will help you determine if we're a good fit:

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Typical Client

We typically work with someone in their 30-50s who is have substantial success in their practice​. They are:

  • Rapid Growing Business Owners with over $350k in profit

  • Highly Compensated Employees with over $500k in earnings

  • ​Executives with equity structure

​​Our clients are bought into our process and understand this relationship is a two way road.​​

Advanced Strategy for Advanced Wealth

A Curated Suite of Financial Solutions

Financial Adivising

Personalized, goal-based planning that serves as the foundation for every financial decision.

Estate Planning

Protect your legacy and ensure your wishes are carried out through estate strategies.

Investment Managment

Disciplined strategies for long-term growth, risk management, and tax efficiency.

Charitable Giving

Strategic giving solutions that align with your values while maximizing tax benefits.

Tax Planning

Proactive strategies to help minimize tax liability and keep more of what you earn.

Retirement Planning

Plan confidently with income, investment, and healthcare strategies built to last.

Business Planning

Solutions for business owners, from succession planning to executive compensation strategies.

Thought Partner

As a thought partner, we offer second opinions to foster informed business decision-making.

All investment advisory services are offered through Match Grade Advisors, an SEC-registered investment adviser. Member FINRA/SIPC, 400 Pettigru Street Greenville, SC 29601, 864.250.0661. Insurance services are provided through Double E Financial.

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Chace Cooper is an Investment Adviser Representative of Match Grade Advisors and serves as Director of Business Development at Double E Financial. Any references to "I," "me," or anything of the sort, refer to marketing language only and do not imply separate registration or firm status.
 

This site is for informational purposes only and does not constitute a recommendation or offer of services in any jurisdiction where such offer would be unlawful. Always consult with your own legal, tax, or financial advisor before making financial decisions.

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