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Cary Street Partners Joins Forces with Chapter to Augment their Retirement Planning Services with Medicare Advice

Cary Street Partners has entered into a new partnership with Chapter, a tech-enabled Medicare advisory service, to enable a more comprehensive approach to retirement planning. By incorporating Medicare costs into the broader financial picture, we continue our mission of helping clients design and implement a holistic financial plan meant to achieve their desired objectives.

Chapter’s innovative platform enables its team of advisors to offer consumer-first Medicare advice by identifying the right plan for each individual’s unique needs and finances. The Cary Street Partners team sees this service as a natural extension of its financial planning services.

“Our collaboration with Chapter allows us to enhance the value we provide our clients by seamlessly integrating Medicare planning into our financial planning services” said a Jeb Cogger, Head of Wealth Planning at Cary Street Partners. “This partnership provides personalized Medicare advice and support that allows us to guide clients through the maze of Medicare and supplemental healthcare options, ensuring their healthcare needs are accounted for in their retirement strategy.”

“We recognize that the role of the modern Advisor in a wealth planning relationship is expanding to address new solutions to old needs. The combined leadership from our Advisor and our Wealth Planning teams made it a clear investment priority for us to further serve our clients at the highest standard possible. We are thrilled to be partnering with Chapter in support of our clients and their retirement planning needs,” said Joseph R. Schmuckler, Chief Executive Office of Cary Street Partners.

As part of the partnership, Chapter’s Medicare Advisory services will become part of Cary Street Partners’ integrated suite of offerings. Clients will have access to year-round, one-on-one Medicare advice from a team of licensed advisors.

“Many Americans don’t realize that their Medicare choices have a significant impact on their overall financial picture,” said Cobi Blumenfeld-Gantz, Co-Founder and CEO of Chapter. “We are excited to partner with Cary Street Partners to help their clients navigate the complexities of Medicare with confidence – and provide a more holistic approach to their retirement plan.”

About Chapter
Chapter is a technology-powered retirement and Medicare navigation company that provides personalized, end-to-end Medicare guidance. Chapter supports Medicare-eligible Americans in deciding when and how to sign up for Medicare and whether they can improve existing coverage to get better benefits for less. Additionally, Chapter has re-aligned incentives to place consumers’ interests first, irrespective of the selected plan or carrier, ensuring that individuals receive guidance tailored solely to their needs.

About Cary Street Partners
Cary Street Partners Financial LLC is a leading independent financial services firm operating in 17 offices across six states. Cary Street Partners provides comprehensive wealth management services including investment management, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners’ financial advisors serve individuals, families and institutions with customized strategies tailored to fit each client’s objectives. For more information, please visit

Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers.

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