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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
  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • Student Loan Debt: It Isn't Just for Millennials
    It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt
  • Expect the Unexpected: What to Do If You Become Disabled
    In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they
  • What is a funeral trust?
    A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future
  • What is a pet trust?
    A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that
    
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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.