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Navigating Your Financial Voyage

Schedule Free Consultation


Welcome to the Chambers Financial Group

Wealth Management in Florida


I'm Curtis W. Chambers, 

a financial advisor, and planner.


I've been helping individuals, families, and businesses work toward real financial freedom for over two decades.


My passion is investment management, retirement income, and values-based life planning.



There is a tide in the affairs of men. Shakespeare


The world is a rapidly changing and turbulent place. As a financial advisor, I address the monetary tides for my clients. We work towards seeing these trends move in the right direction.


We begin a with discovery of values and goals. Next, we develop a comprehensive, written plan.


We use our Bridge Process™ to implement the portfolio, and apply reviews and benchmarks to monitor progress.


We focus on portfolio allocation, tax, estate planning, and risk management.


I'm an independent advisor, and CERTIFIED FINANCIAL PLANNER™. 


I'm a Registered Representative with LPL Financial.


I have a Master of Business Administration from Washington University in St. Louis, and B.A. Cum Laude in English from the University of Arkansas.


I serve households in Pinellas County and across the United States.


We Help Balance Cash Flow for a Balanced Life

Financial Planning IconFinancial Planning

  • Discover values and goals

  • Calculate cash flow, net worth, and income

  • Develop a written plan

Portfolio Management IconPortfolio Management

  • Construct asset allocation, including security selection

  • Systematically Rebalance 

Review and Monitor IconReview and Monitor

  • Ongoing strategic reviews

  • Benchmarking

  • Tactical adjustments

 


Our portfolios coordinate with retirement, estate planning, and income distribution objectives.


Curt's Latest Video


The Social Security Tax Torpedo is a nasty tax spike that often impacts people receiving Social Security income. 


In this video, Curt discusses how "the torpedo" can impact taxes in retirement.



Request an Appointment

 

With a complimentary consultation, in 15 minutes, we can get to know you. 


Your situation, values and needs.


Then we may develop a plan that works towards creating real wealth.