BUILDING YOUR FUTURE

A Company Built on Client-Centered Practices

We are not loyal to our clients because they sign a contract with us. We are not loyal to our clients because the law requires that of us. True loyalty is not based on a contract but rather an unwavering commitment and dedication to another. For Traverso Chambers, this is how we approach the relationship with our clients. Placing importance in another’s well-being above even our own, without decision, without question is our goal. We are loyal to our clients for the simple reason that we make a moral commitment to them and their families because we truly care about our relationship.

Merriam-Webster Definition

Loyal

adjective | loy·​al | \ ˈlȯi(-ə)l \

1: unswerving in allegiance: such as
a. faithful in allegiance to one’s lawful sovereign or government were loyal to the king
b. faithful to a private person to whom faithfulness is due a loyal husband
c. faithful to a cause, ideal, custom, institution, or product a loyal churchgoer loyal to the party of their forebears— Dennis Farney

Traverso Chambers Definition

Loyal

adjective | loy·​al | \ ˈlȯi(-ə)l \

Placing importance in another’s well-being above one’s own, without decision, without question. Making a moral commitment to an individual and their family as a result of sincere care about the relationship.

Our History

The path to success is never in a straight line.

Our History

The path to success is never in a straight line.

1993

Marc Traverso starts his investment career as a junior market order runner for Crowell Weedon

1994

Tim Chambers starts his own business.
Marc Traverso works for Crowell Weedon.

1995

Marc Traverso earns a degree in Economics, completes the Management Minor Program through the Graduate School of Management at the University of California, Irvine and begins work at Merrill Lynch.

1996

Marc Traverso completes the Merrill Lynch Professional Development Program in Princeton, NJ.

1997

Tim Chambers completes Business Administration and Finance degrees at Sonoma State University and begins work at Merrill Lynch.
Marc Traverso and Tim Chambers earn their Certified Financial Manager (CFM) designations.

1999

Audra Nay completes a Communications degree from the University of California, Santa Barbara and starts her career in finance with Paine Weber.

2000-2001

Tim Chambers and Marc Traverso transition to Salomon Smith Barney.

2002

Audra Nay relocates to Santa Barbara and joins STW Fixed Income.

2005

Tim Chambers and Marc Traverso earn their Financial Planning Specialist designations.

2006

Audra Nay joins Santa Barbara Asset Management (Nuveen).

2007

Matt Adams begins his finance career at JP Morgan Chase.

2009

Marc Traverso and Tim Chambers work at Morgan Stanley as a result of the Smith Barney acquisition during the financial crisis.
Traverso Chambers Private Wealth Management, LLC is established.

2010

Matt Adams begins work at Merrill Lynch.

2013

Matt Adams joins Traverso Chambers Private Wealth Management, LLC.

2014

Audra Nay moves to the Bay Area and works with BOS Invest and then First Republic Private Wealth Management in 2016.
Lisa Wedekind begins her financial career at Exchange Bank in Santa Rosa.

2017

Audra Nay joins Traverso Chambers Private Wealth Management, LLC as the Chief Compliance Officer and Office Manager.
Lisa Wedekind Joins Traverso Chambers Private Wealth Management, LLC as a Client Service Associate.

2020

October 6, 2020: Charles Schwab Corporation announced that it completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”)

2021

April 2021: Leticia Medina Esparza Administrative/Operations Associate joins the firm

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Call Us

Call(707) 523-1111

Toll Free

Toll(877) 523-1121

Address

917 Mendocino Ave., Santa Rosa, CA 95401
Traverso Chambers Private Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Traverso Chambers Private Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Traverso Chambers Private Wealth Management, LLC unless a client service agreement is in place.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Traverso Chambers, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.