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100 North Main Street, Watford City, ND 58854

(701) 842-4244
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Photo Credit: Chad Ziemendorf 

Shilo A. Chavez

Shilo A. Chavez

Owner | President

With over 10 years of experience in financial planning and advising, Shilo Chavez specializes in creating personalized financial strategies that reflect each client's unique goals and circumstances. She and her team leverage..

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Jaycee Nunes

Jaycee Nunes

Office Manager

Jaycee is the glue that holds the office together. She bring energy, organization, and a client-first mindset to her role as Branch Operations Manager while ensuring the office runs smoothly and that every client experience is seamless and...

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Your trust. My expertise.

Your trust. My expertise.

No matter how complex your investing situation is, I can help. My responsibility to my clients comes first. From wealth management to retirement solutions, my insight and sophisticated financial strategies aim to make your investment goals a reality. 

My Clients

I maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

Make an Appointment

My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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My Three-Step Process

STEP

1

Discover

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Design and Implement

I will present financial strategies designed with a goal to match your investor profile.

STEP

3

Monitor and Adjust

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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