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Guidance for life.

Because when it comes to your financial future, continuity counts.

Consistency drives confidence. 

One passion. One promise.
One experienced team committed to your success.  

At Ingenuity Financial Services, we know that your multigenerational wealth needs require cohesive planning that seamlessly dovetails from one generation to the next. That’s why we bridge our timeless tactics with innovative solutions to meet your wealth planning goals. Our collaborative, father-and-son team of knowledgeable financial advisors was constructed to bring you caring guidance for life. 

Our promise to you.

Helping protect you and your family’s future is much more complex than simply managing numbers. It’s about being there at every turn to guide you along life’s journey. We provide the skill, care, and financial confidence you need today and create a personalized pathway to a better tomorrow. That’s our passion and where we excel. More importantly, it’s our promise — for life.

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A continuum of carefully crafted strategies.

Whether advising on your everyday spending, retirement planning, investments, insurance, or any other aspect of your life that has a dollar sign in front of it, we’re committed to providing the confidence and knowledge you need to be prepared for life’s uncertainties.

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Investment Management

We’ll help you invest and manage your wealth with our experienced team of financial advisors.
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Retirement Planning

If you have burning questions about retirement, we have the answers you’ve been seeking.
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Estate Planning

A proper estate planning strategy is critical to meeting your multigenerational wealth management goals.
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Taxation Planning

We examine all the pieces of your financial puzzle with the goal of minimizing your tax burden.
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Benefit from added perspective and insight.

Benefit from added perspective and insight. 

Our practice’s founder, Alan Chase, has been serving our client's best interests since day one. To continue offering consistent and innovative service, we added more depth and skill to our team. The next generation of our family practice, Ian Chase, brings a fresh perspective and forward-thinking to build on the seasoned and trusted guidance you have come to expect from Ingenuity Financial Services.

Continuity and care.

With more than 50 years of collective experience, our success lies in our team-based and time-tested approach to financial care. This approach is coupled with the belief that any successful strategy begins with carefully listening and understanding your personal needs and goals. Your success is our success.


Investing involves risk and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Bring your goals to life.

At Ingenuity Financial Services, our passion and our promise is to bring you caring financial guidance for life. Contact us to learn how we can serve your needs. 

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