IRVINE, Calif., Aug. 11, 2016 /PRNewswire/ --Chamberlain Group is celebrating 40 years of providing trusted wealth management services to successful businesses and super affluent families, helping them to successfully build, protect and steward their wealth.
Founded in 1976 as an insurance agency, Chamberlain Group quickly earned a stellar reputation for results, and grew to include investments as well. Few companies have the ability to blend the vital interplay between insurance and investments - a talent Chamberlain Group has mastered.
Chamberlain Group has a reputation for wholeheartedly understanding clients' needs and crafting sophisticated, custom-tailored insurance and investment strategies. "We are deeply committed to the lifelong success and legacy of our clients. They become part of our family," revealed Michael J. Kiley, Founder and CEO. A rarity in the industry, over 90% of clients come from referrals. One client of 35 years shares, "The integrity and service at Chamberlain Group is unparalleled. And Mike isn't just an advisor, he's a dear friend. "
On track to become a coach after playing college football, a friend suggested Mike take the securities exam, which he passed successfully, and the rest is history. Trained under New York Life, Mike then opened his own business with a few friends. Chamberlain Group now advises UHNW individuals whose net worth is $25 million plus, including successful business owners, CEOs of all industries, super affluent families, celebrities, as well as several billionaires.
The firm specializes in building legacies, thereby creating value for generations. "Having children changed my life," says Mike. "It became my top priority to create a lasting legacy for my family. My wife and I work hard to help others do the same." Mike and Dana Kiley, both Principals at the firm, have 5 children.
Chamberlain Group has come a long way in 40 years. Recently voted one of the 100 Best Places to Work in Orange County, the firm is actively involved in the local community with Wheatstone Academy, of which Mike is the Founder, Make a Wish Foundation, America on Track, and A Better LA. "The depth of experience, talent, and passion of this team is remarkable. Our future is bright," says Mike.
"We enjoy what we do, and we've been blessed with success. Bring on the next 40 years!"
Chamberlain Financial & Insurance Services, LLC is a member of M Financial Group, Spire Investment Partners, and SIPC.
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SOURCE Chamberlain Group