Chesapeake Asset Management

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817 Linslade St Ste B
Gaithersburg, MD 20878
+1 (301) 527-0170
https://cpeake.com

Chesapeake Asset Management, based in Gaithersburg, MD, is a fee-based advisory firm specializing in comprehensive investment advice and management, focusing solely on providing clients with tailored guidance rather than selling financial products. Established in the mid-1990s, the firm emphasizes building enduring relationships with a select number of clients across several states, ensuring a personalized approach to investment strategies that prioritize both growth and capital preservation.

Founded by Linda Mundy, who brings a wealth of experience in corporate lending and management analysis, Chesapeake is dedicated to high standards of personal service, resulting in a client base that is primarily referral-driven and loyal. The firm is particularly adept at navigating the complexities of market volatility, carefully considering existing investments and their tax implications while offering long-term financial projections, especially for clients nearing retirement.

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