Chloey Wealth

Chloey Wealth is hiring for a new team member: Executive Assistant to the Founder & CEO. We'd love it if you'd share with your network!

Executive Assistant to the Founder & CEO - Lincoln, NE 68516 - Indeed.com Chloey Wealth

Why start Chloey Wealth?

For Jenna Vitosh, the answer is simple: to create a wealth management firm where relationships come first, and financial planning is as unique as the people it serves.

After years of helping individuals and families build confidence in their financial futures, Jenna founded Chloey Wealth to offer a more personalized, independent approach to wealth management—one rooted in trust, education, and long-term partnership.

Whether you're planning for retirement, growing your investments, or building a legacy, Chloey Wealth is here to help you move forward with confidence.

Welcome to a new way of thinking about wealth.

Say hello to Amelia, Client Service Representative!

Amelia brings a background in business development, collegiate athletics, and a talent for making complex financial decisions feel a little less complicated. She's thoughtful, driven, and passionate about helping clients build confidence in their financial future.

You can find Amelia training for a triathlon, exploring the outdoors, or planning her next trip to the Czech Republic to visit family.

We're excited to have Amelia on the team and can't wait for you to meet her!

After fifteen years helping clients navigate life's biggest financial decisions, Jenna Vitosh made a bold decision of her own.

She started Chloey Wealth—an independent, woman-led wealth management firm built around one simple belief: financial advice should be centered on the people it serves.

The same trusted relationships. The same thoughtful guidance. Now with the independence to create strategies tailored to each client's unique goals and values.

Today, that vision is Chloey Wealth, and we're just getting started.

Chloey Wealth will be closed on Friday, June 19, in observance of Juneteenth. As we commemorate this important day in our nation's history, we remain committed to serving our clients and community with clarity and confidence. We will reopen on Monday, June 22.

You’re building a business.
You’re building a life.
Your financial plan should support both.

Let Chloey help with your work/life balance (the financial kind).