$7B Palm Beach wealth management firm expands to SWFL

NAPLES — Chilton Trust, a privately owned, independent wealth management firm and national trust company based in Palm Beach, recently opened a new office in Naples.

The new office, at 850 Park Shore Drive, further builds upon the firm’s existing presence in Florida and “strategically positions Chilton to serve clients in the area and meet the growing demand for premier wealth management services,” according to a statement. Thomas Walsh, senior vice president of the Southwest Florida region at Chilton, will take the helm of the Naples office, the release adds.

“The Naples office will enable Chilton to build and maintain client relationships in Southwest Florida, where we’re experiencing immeasurable growth,” Walsh says in the release. “Chilton occupies a unique space in the wealth management ecosystem that is a blend of institutional credibility and organic growth. The new office allows the firm to continue to provide customized services and personalized relationships, adding to Chilton’s already strong foundation in Florida.”