Chase Austin

Hi there 👋🏼 I’m Chase, I’m dedicated to optimizing clients' investments by carefully considering tax implications to maximize efficiencies and minimize tax burdens. With a keen focus on tax factors, my goal is to equip clients for enduring financial security. 

I work with business owners, entrepreneurs, and families, and drawing on my Major League Baseball (“MLB”) background, I offer athletes advice on career choices, financial habits, and wealth management strategies.

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Charlotte, NC

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How Chase works with clients
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“A key focus of mine within financial planning is assisting clients in comprehending the tax implications on their investments and income. I want to ensure that my clients make informed decisions early on because it can significantly impact their retirement plans.”

Learn more about Chase

How can I help?

Tax Optimization

We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Retirement Planning

Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know Chase

After three years playing in Major League Baseball, Chase parlayed his experience of working with a financial advisor as a professional athlete to become a Financial Advisor himself and help clients manage their financial life just as he was helped. Chase’s financial advisor was instrumental in helping him manage his signing bonus, so he knew then that when his baseball career was over that he wanted to do the same for others. Following his professional baseball career, Chase was given that opportunity when his financial advisor hired him to work with his group and help with other athletes. Chase then transitioned to working with entrepreneurs, athletes, and business owners to help them understand their financial lives. He says he is most rewarded when he is communicating with his clients and helping them achieve their goals and grow with their families. 

He attended Elon University where he played baseball and was drafted in the 5th round of the 2009 MLB Draft. In his free time, Chase enjoys spending time with his wife and two daughters, playing golf, and traveling.

Connect with Chase

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Book a 30-minute introductory call with Chase.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Schedule a call today