Welcome to Tableaux Wealth
We help clients move from financial uncertainty to confidence by designing, implementing, and monitoring an evolving financial picture, so money supports your life—not the other way around.
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What We Offer
Our work spans financial planning, investment management, tax strategies, insurance planning (including long-term care), estate planning, and wealth transfer, plus personal coaching when markets or life changes create uncertainty.
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We explain everything. Teaching is part of our process. If you don't know, we want you to ask, and we'll translate complexity into clear, practical choices.
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We handle the details, big and small. From helping you open and organize accounts to coordinating the moving pieces across your financial life, we aim to make the process easier and less stressful.
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We're available for real-life decisions. Clients call us not only about planning and investing. They reach out before buying a car, evaluating a big expense, or visiting an assisted-living community. They want a trusted sounding board who understands their whole picture.
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We quarterback your professional team. We actively collaborate with your CPA, estate planning attorney, and other specialists. Clients often ask us to join meetings and help translate the implications into next steps.
Our Team
Matthew Chester, CFP®, JD
Matt created Tableaux Wealth with a mission to help clients take control of their financial lives. Trained in both law and finance… [more]
Matthew Chester, CFP®, JD
Matt created Tableaux Wealth with a mission to help clients take control of their financial lives. Trained in both law and finance… [more]
Matthew Chester, CFP®, JD
Matt created Tableaux Wealth with a mission to help clients take control of their financial lives. Trained in both law and finance… [more]
Matthew Chester, CFP®, JD
Matt created Tableaux Wealth with a mission to help clients take control of their financial lives. Trained in both law and finance… [more]
Matthew Chester, CFP®, JD
Matt created Tableaux Wealth with a mission to help clients take control of their financial lives. Trained in both law and finance… [more]
Ask Us
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We’re a good fit for those who want:
Comprehensive advice and high-touch service
A fee-only fiduciary relationship, with interests aligned with you
Deep experience guiding clients through complex financial decisions
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Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
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Investment management clients pay from 0.5% to 1.25% of assets under management annually.
For clients who prefer to manage their investments themselves or elsewhere, we provide financial planning and investment advice and consultation on a fixed-fee or hourly basis starting at $300 per hour.
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We provide comprehensive wealth planning and investment management services.
We specialize in planning for:Business owners
Independent women
Families with multi-generational planning needs
Philanthropically-minded couples and individuals
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Firm members have well over a decade or more of experience in financial planning and investments.
As of December 31, 2025, we serve over 300 households.
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Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
Past Project
The Atlas Project
A bold reimagining of a timeless brand.
Let’s Work TogetherIf you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.