Chip Doss

Get ready to be inspired by Chip Doss, a true powerhouse in wealth management and legacy planning! As the Founder and Principal of Capital Preservation Group, Chip is passionately committed to safeguarding and elevating family legacies.

Since launching his practice in 1987, he's been on a mission to craft personalized solutions that perfectly fit the unique needs of families. His goal is simple; to ensure they not only maintain their financial stability but also enrich their heritage for generations to come. By embracing a holistic approach that blends financial planning, investment management, and estate planning, Chip empowers families to master the art of wealth preservation and growth. Chip's journey in this field is deeply intertwined with his own values and life experiences.

Alongside his wife, Holli, he's dedicated to a lifelong mission of protecting others' legacies. Their partnership transcends professional boundaries, driven by a shared vision to make a positive impact on families and communities. Together, they've developed a comprehensive framework that tackles the diverse challenges families face in today’s dynamic financial world. The Doss family's unwavering commitment to philanthropy and community service further underscores their dedication to making a difference. They actively engage in various initiatives that empower individuals and families, proving that their passion for legacy preservation goes far beyond financial matters.

This all-encompassing approach not only provides their clients with peace of mind but also instills a deep sense of responsibility to honor the legacies of those who came before. In a world where financial landscapes are constantly shifting, Chip Doss stands as a steadfast advocate for families, expertly guiding them through the intricacies of wealth management with compassion and skill. His vision is crystal clear: to ensure every family he assists can thrive, leaving behind a legacy that truly reflects their values and dreams for generations to come.