Retired Navy Capt. Thomas B. Denegre Jr. created the Northern Neck’s first-ever trust company at Chesapeake National Bank in 1973.

Fifty years later, Chesapeake Wealth Management has evolved into a holistic wealth management company providing both in-house investment management and trust and estate services alongside its corporate sister, Chesapeake Bank. CWM’s team of experienced wealth advisors, portfolio managers and trust officers provide wealth management and trustee services to clients across Virginia and the United States.

Currently, Chesapeake Wealth Management has a portfolio of more than 400 client relationships with individuals, families, companies and nonprofit organizations. Its main offices are in the Northern Neck, Greater Williamsburg, the Middle Peninsula and Richmond, with a new office coming soon in Newport News.

CWM’s team embraces a sophisticated, concierge-style approach to growing and protecting the assets entrusted to them. “All of our portfolio manage...