APC Team

Kent Griffin

MBA, CLU®
VP of Advanced Design &
Planning

Business Succession

Planning


  • Business valuation

  • Buy-sell arrangements
  • Exit strategies
  • Estate planning and
    wealth transfer
  • Existing plan appraisal
  • Sample agreements

(804) 357-5977

Advanced Planning Center 

Want to learn more about the APC?

Don Rosborough

CLU®, ChFC®
Director of Advanced
Markets

rsmith@chartwellcapital.net

Tom Worthington

CEP®
Business Planning
Consultant

With over a century of combined experience, the Chartwell Capital’s Advanced Planning Center (APC) is ready to provide you with services such
as business valuation consultation, tax valuation, and fair value analysis. In addition to in-house specialists, the APC has unique relationships with top valuators, attorneys and industry experts who offer on demand expertise and solutions.

The APC has created a strategic partnership with Marshall & Stevens in order to provide you with even more cutting-edge support in the business valuations area.

Marshall & Stevens provides a full complement of valuation-related services, from transaction advisory and opinion letters to the valuation of businesses and business assets, both tangible and intangible.


Their professionals recognize the importance of your decision-making as it relates to the valuation of businesses, debt and equity positions, tangible and intangible assets. With multiple offices throughout the United States, Marshall & Stevens has the ability to quickly assemble teams to satisfy
client requirements and assist them in making vital business decisions. 

Robert C. Smith

President of Chartwell Capital Advisors

Ana Maria Gonzalez Wood

JD, CFP®, CLU®, ChFC®
Global Estate & Legacy
Planning Consultant

Qualified Plans


  • ​Plan creation
  • Existing plan review
  • TPA referral
  • Concept pieces

Executive Benefits


  • Existing plan review
  • Split dollar
    arrangements
  • Sample agreements
  • Executive bonus plans
  • Split dollar arrangements
  • Non-qualified deferred 
    compensation
  • Plan design
  • Sample agreements

www.chartwellcapital.net

Chartwell Capital Advisors