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Chartered Wealth Management
Helping individuals and small businesses achieve their financial goals through proper financial planning and execution.

Chartered Wealth Management is an independent personal planning and consulting firm that will help you navigate the treacherous financial waters.  Our independence is your assurance that we serve your needs first and foremost.  Our experience gives you the confidence that your financial future is in the hands of trusted professionals who will help you achieve your objectives in the most effective manner.

Isn't it time you built a relationship based on the integrity of your advisor instead of the commission on your next transaction?
Newsletters
  • Quiz: Test Your Interest Rate Knowledge
    In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where
  • How to Get a Bigger Social Security Retirement Benefit
    Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72%
  • The Importance of Saving for Retirement at a Young Age
    If you're an adult in your 20s, you are entering an exciting stage of life. Whether you've just graduated from college or are starting a new career,
  • How is GDP calculated in the U.S.?
    GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. It is used by
  • What is the most important component of GDP in the United States?
    We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it?
    
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Chartered Wealth Management - Securities and investment advisory services offered through NEXT Financial Group, Inc. - Member FINRA/SIPC
To view NEXT Financial Group, Inc.'s privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.
Chartered Wealth Management is not an affiliate of NEXT Financial Group, Inc.
Investments products and services available only to residents of :  California (CA), Colorado (CO), Florida (FL), Hawaii (HI), Kentucky (KY), Michigan (MI), North Carolina (NC), Washington (WA), Texas (TX)

 


Check the background of this financial professional on FINRA's BrokerCheck.