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Our Clients
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- Herb Chen
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Our Clients
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About Us
- Herb Chen
Contact

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Let’s build a wealth strategy aligned with your goals.

Chen Wealth Services is an independent full-service practice. Our expertise is on providing portfolio management and financial planning. We believe in tax conscious investing and personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. As an independent advisory team, we are a fiduciary. This means we take care of you by providing the products and services that best fit your needs.

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Our Clients
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175 1st Street S
Unit 406
St. Petersburg, FL 33701

Services are provided under the name Chen Wealth Services, an operating name used by some investment adviser representatives (IARs) of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Chen Wealth Services represent the individual’s role with Chen Wealth Services, and not their role with OneSeven. Certain Advisory Persons, in their individual capacities are also registered representatives of Fortune Financial Services, Inc., Member FINRA/SIPC (“Fortune”). As a registered representative, securities may be offered through Fortune, which is separate from, and not affiliated with, OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Please visit our website www.WeAreOneSeven.com for important disclosures.

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