Hunter Chase makes services traditionally only available to the ultra rich, to people from every walk of life. We strive to give everyone a chance to grab a hold of their dreams, manage their finances and get sound tax and financial advice.
Our teams dedicated to medium businesses, startups, families and those facing tax problems bring services previously unreachable to thousands of people across North America and the world.
Our recent membership into Alliance Firms™ and partnership with True North Trust Company increases our ability to service our clients to access services they need without having to manage multiple relationships.
Senior Leadership
-
John Hunter III
Senior Partner
Wealth Management Group
-
Lillian Gomez, CPA
Senior Partner
Tax Consulting Group
-
Michael Emerson Chase, Esq
Senior Partner
Asset Protection Group
Our Core Values
Our values show how we behave. Objectivity, honesty, respect, and integrity are our core values. We help intricate systems nourish so that it proves beneficial to different communities and societies. Our values govern our actions and make us accountable to do the best for our clients. We can successfully make fair judgements and aim to build trust in society. As a firm, we acknowledge how important it is to create a flexible environment and build a deeper relationship with clients. The trust that you place in Hunter Chase is fundamental to everything and enables us to navigate many issues while providing a trustworthy environment. Our small team aims to build trust in society and is dedicated to focusing on helping you create the value you are looking for. Our clients benefit by getting our high-quality service.
Ethics and Compliance
We believe that ethics and compliance are integral factors that should be included in any setup. These are not our words of mouth, but indeed, we implement them. We practice the tax code of conduct and make fair judgments while adhering to the tax laws. We require ethical behavior not only from our people but also from the third party. Our staff and partners have completed ethical training and still are involved in getting the training each year to update their ethical knowledge. We make sure that our team is compliant with ethical laws and standards of ethics. This way, our clients will get fair advice that follows the law.
Diversity and Inclusion
We deal with people of different backgrounds and cultures. Our team with diverse talent thinks differently and applies versatile approaches to problem-solving and creating better outcomes for our people. We are creating strategies that focus on dimensions of diversity. We are striving to cultivate an inclusive environment that empowers our people and builds a rewarding career. We encourage diverse perspectives to not only our people but also to our clients.