Chase Phillips focuses on developing and implementing advanced financial strategies for families, businesses, and individuals, including those with long term disabilities and special needs. Starting with Merrill in 2008, Chase concentrates on clients’ primary concerns: preservation of capital, tax minimization, and lifetime cash flow needs. To help ensure that customized strategies are developed for his clients, Chase works in conjunction with families’ Estate Attorneys and CPAs to establish multi-generational wealth strategies, frequently in tandem with philanthropic techniques. In addition, Chase's practice has a specific focus on improving the financial well-being of individuals living with special needs regardless of their age or disability. This includes customized financial strategies for families with special needs loved ones, including; Special Needs Trusts, Pooled Special Needs Trusts, Conservatorships, Guardianships, Charitable Trusts, Generational Skipping Trusts and a variety of Family Trusts. In 2017 Chase was recognized by Forbes/Shook as one of "America's Top Next-Generation Wealth Advisors".

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2017. Rankings based on data as of March 31, 2017.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Chase graduated from The University of Wisconsin-Madison with a BA in History. While at Wisconsin, Chase a member of the Men’s rowing team where he was the coxswain of the Men’s Varsity 8. He was also selected to the 2005 and 2006 United States National rowing team where he represented the USA at two World Rowing Championships in Japan and Belgium; bringing home a bronze medal for the USA in 2005. He volunteers at Quality Trust for Individuals with Disabilities where he sits on the board as chairman. Quality Trust is an independent, non-profit advocacy organization focused on improving the lives of children and adults with disabilities and their families. Chase also serves on the on the board of The Spina Bifida Association.  He resides in Arlington, VA with his wife, Beth Roszkowski, daughter, Grace and son, James.