White Rock Associates, L.L.C.

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You are here: Home / Strategic Partners / CH Wealth Management, L.L.C.

CH Wealth Management, L.L.C.

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CH-Wealth

You’ve worked hard to earn YOUR wealth.

It likely took years of sacrifice and planning to establish your foundation for the future. You want your money to be there should you decide to access it – or if you occasionally need some portion for a priority. We understand your perspective.

At CH Wealth Management, our first and foremost objective is to help you preserve your capital. We apply traditional values in our investment strategies and consider the tax implications in all that we advise you to do. Tax planning is our forte.

Our clients are generally conservative in their portfolio preferences. While they understand there is a degree of risk when investing, they come to us because they know we treat their assets with the care and due diligence they deserve.

These are volatile times. Whether you’re planning for retirement, considering estate ramifications, or setting up an investment program for your employees, CH Wealth Management will put your interests first in every encounter. That’s our pledge. It’s YOUR money.

*Minimum requirement: $500,000 in liquid assets

Ideas & Options

Boomers – Exit Stage Left!

The Pension Fund Crisis and Private Equity

Simon Martin Announced as Winner of the 8th Annual Emerging Leaders Award

Welcome to White Rock Associates

White Rock Advisors, LLC is now White Rock Associates, LLC (“WRA”).  Recently the Securities and Exchange Commission adopted a new rule under the Securities Exchange Act of 1934, establishing a standard of conduct for broker-dealers (“Regulation Best Interest”).  Among other rule changes, Regulation Best Interest set forth that the use of the term ‘advisor’ in a name by a broker-dealer that is not also a registered investment adviser is prohibited.  WRA specializes in mergers and acquisitions and corporate finance for privately held businesses.  WRA does not provide investment advice to individual retail customers.  As such WRA is not a registered investment advisor and therefore had to … Read More

Bringing Clients Expertise, Knowledge, and Financial Resources

The Directors of White Rock Associates know that, in today’s customer driven economy, companies need expert business advice and financial resources to grow and compete in a rapidly changing marketplace.  Through our extensive network of capital providers, we are able to bring people and capital … Read More

Financial Reporting

If you would you like to know more about financial reporting, please visit our Chapman, Hext & CO website.

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Taxation

If you would you like to know more about taxation, please visit our Chapman, Hext & CO website.

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Wealth Management

If you would you like to know more about wealth management, please visit our CH Wealth website.

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Copyright© 2022 | White Rock Associates, L.L.C | Providence Towers | 5001 Spring Valley Rd., Ste. 850W | Dallas TX, 75244 | TEL: (972) 644-7111 FAX: (972) 680-8685

White Rock Associates, LLC (“White Rock”) member FINRA/SIPC is a limited purpose broker dealer that provides a limited range of brokerage and financial advisory services. White Rock does not hold customer accounts, funds or securities, accept trading orders, engage in proprietary trading or market making. White Rock is engaged solely in advising companies and private equity funds on capital raising, mergers and acquisitions, and corporate restructuring. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

This site is designed solely for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.