Built on disciplined wealth frameworks and transparent financial intelligence, ChaseLiveDesk empowers individuals and businesses to create, preserve and grow generational wealth — confidently and sustainably.
ChaseLiveDesk was created to redefine how individuals and businesses experience wealth guidance — with clarity, precision and accountability at every stage of their financial journey.
ChaseLiveDesk was founded after witnessing a decade of commission-driven advisory systems that prioritized products over people. Our purpose began as a direct response — a model where clients receive strategy, not sales pitches.
We believe wealth should never depend on guesswork or market hype. Our advisory blends financial modeling, tax structuring, risk scoring and long-term planning — to build portfolios that withstand volatility and deliver sustainable growth.
Today, more than 1,900+ clients rely on ChaseLiveDesk to navigate investment planning, retirement structuring, estate planning and multi-generation wealth strategies — with full transparency and human expertise at every step.
Recommendations are driven solely by strategy — never commissions, product pushing, or hidden incentives.
We simplify complex markets and ensure you understand every financial move before taking action.
No guesswork, no ambiguous reports — just structured data, performance evidence, and full accountability.
Clients & Families Guided
Combined Advisory Experience
Assets Under Planning
Long-Term Partnership Retention
A curated library of research, strategy breakdowns, and market psychology — designed to help investors think, plan, and grow like institutions.
The institutional playbook for risk-adjusted investing through volatility and recession cycles.
One conversation can shape decades of financial freedom. Gain the clarity, structure, and confidence to protect and grow what matters most.
Schedule Your ConsultationNo sales pressure. No obligations. Only strategic guidance.
