Chrysalis Capital Management

Chrysalis Capital Management is a finance institution located at 150 Preston Executive Drive in Cary, North Carolina, United States. Our mission is to engage, educate, and empower each client to build stronger connections between their goals and financial resources. We provide a custom-tailored approach to wealth management for investors and centers of influence seeking a deeper understanding of their financial needs.

With nearly 50 years of combined experience in wealth management, we understand that one solution does not fit all. That's why we offer highly personalized services to our clients, based on a deep understanding of their overall financial situation, goals, fears, and challenges. Our relationship with each client is built on empathy, trust, and mutual accountability.

At Chrysalis Capital Management, we believe in helping clients uncover their core values and align them with their financial goals. We are not restricted by proprietary entanglements, allowing us to identify solutions tailored to each client's unique needs. Our open dialogue approach ensures transparency in the development and implementation of strategies, solutions, products, fees, and trading patterns.

Our founder, Kayte, holds a bachelor's degree in biology and has been with Chrysalis since its inception in 2014. We have the tools and expertise to help clients succeed in accumulating and preserving wealth through financial planning, asset protection, and investment management. Whether you are just starting out, planning for retirement, or already in retirement, smart investing can benefit you at any age or stage of life.

We also specialize in risk management, ensuring that clients are properly protected by the appropriate insurance vehicles or legal instruments. For those looking to pass on their wealth to future generations, we offer estate planning services to help you successfully preserve your legacy.

Securities and Advisory Services are offered through Triad Advisors, Member FINRA/SIPC. Chrysalis Capital Management and Triad Advisors are not affiliated. Trust us to help you achieve your financial dreams and goals.