SEC CRD #801-125816
CBWA 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Welcome to Chapel Bridge Wealth Advisors, an exclusive wealth management group dedicated to assisting multi-generational families, individuals, and entrepreneurs with defining and achieving their long-term financial goals. With decades of experience and a concierge-level approach, our advisors provide comprehensive financial solutions tailored to help you build and secure your legacy.
RENEE DAVIES
CHIEF COMPLIANCE OFFICER
📞 (614) 552-8200
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AUM
$274M
Location
SAN JUAN, PR
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