Serving Suffern & Rockland County Since 2005

We don't just advise on your wealth. We protect what it means.

At Chestnut Investment Group, legal precision meets financial strategy. We help individuals and families navigate complex decisions — from estate planning to business acquisitions — with counsel that anticipates what comes next.

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20+
Years of Practice
500+
Clients Served
98%
Client Retention
Professional office interior at Chestnut Investment Group in Suffern, NY
Trusted Counsel
Rockland County

Licensed and experienced advisors committed to your long-term security.

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What We Do

Comprehensive counsel for the decisions that shape your future.

Every engagement begins with listening. We tailor our legal and financial guidance to your unique circumstances — because one-size-fits-all counsel is no counsel at all.

Estate Planning

Protect your legacy with carefully drafted wills, trusts, and succession plans. We ensure your assets pass to the right people, on your terms, without unnecessary complication.

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Investment Advisory

Strategic portfolio management grounded in thorough risk assessment. We help you build and maintain investments that align with your goals, timeline, and tolerance for uncertainty.

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Business Law

From formation to dissolution, we provide the legal framework your business needs. Contracts, compliance, disputes — handled with the discretion and diligence your enterprise deserves.

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Tax Planning

Proactive tax strategy that works within the law to minimize liability and maximize what you keep. We coordinate with your accountants to ensure a unified approach.

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Real Estate Law

Residential and commercial transactions require more than paperwork. We guide you through closings, title issues, zoning questions, and landlord-tenant matters with clear, practical advice.

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Succession Planning

Transitioning a business or family wealth requires foresight and sensitivity. We help you plan the handoff — whether to the next generation or to new leadership — with clarity and confidence.

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Professional consultation at Chestnut Investment Group
Legal documents and financial records
Chestnut Investment Group office exterior
Suffern, New York downtown
20+
Years in Suffern
About Us

Rooted in Suffern.
Committed to your success.

Chestnut Investment Group was founded on a straightforward conviction: that legal and financial guidance should feel like a partnership, not a transaction. Our clients aren't case numbers — they're neighbors, business owners, and families we see through the most important moments of their lives.

Based at 4 Executive Boulevard in Suffern, we serve Rockland County and the broader Hudson Valley region. Our practice brings together experienced attorneys and financial advisors who understand that the best outcomes come from looking at the whole picture — not just the immediate problem.

Whether you're planning for retirement, structuring a business sale, or protecting what you've built for the next generation, we bring the same standard: thorough preparation, honest communication, and unwavering attention to detail.

Integrity First
Every recommendation stands on its merits.
Local Presence
In-person meetings, always welcome.
Holistic View
Legal and financial strategy, unified.
Long-term Focus
Building relationships, not closing files.
Our Approach

A process built around your timeline, not ours.

Every engagement follows a clear path from introduction to resolution — with you at the center of every decision.

01

Initial Consultation

We begin with a thorough conversation — no agenda beyond understanding your situation, your goals, and what success looks like for you.

02

Strategy Development

Our team researches, analyzes, and drafts a tailored plan. We consider legal, financial, and tax implications together — not in isolation.

03

Execution

Once you approve the plan, we move with precision. Documents are prepared, filings are made, and transactions are handled with discretion.

04

Ongoing Support

Your plan evolves as your life does. We provide continuous monitoring and adjustment — because the best advice doesn't end at signing.

"Chestnut helped us navigate a complex family business transition with patience and real expertise. They saw angles we hadn't considered and made a difficult process feel manageable."
Rockland County Business Owner
Succession Planning Client
Suffern New York landscape
Get Started

The best time to plan is before you need to.

Schedule a consultation at our Suffern office. We'll discuss your situation, answer your questions, and outline how we can help — with no obligation beyond the conversation.

Request a Consultation Call (845) 369-0016
Contact Us

Let's start a conversation.

Whether you have a specific question or simply want to explore how we can help, we welcome the opportunity to meet you.

Office Address
4 Executive Boulevard
Suffern, NY 10901
Office Hours
Monday – Friday: 9:00 AM – 5:30 PM
Saturday – Sunday: By appointment

Send Us a Message

We typically respond within one business day.

Location

Visit Our Office

4 Executive Boulevard
Suffern, NY 10901

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