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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 Ways to Double the Power of Your Tax Refund
    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.ยน What you do with a tax refund is up to you, but here are some ideas that may make your
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Spring Cleaning Your Finances
    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
  • What are bond ratings?
    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
  • What bond ratings do agencies use?
    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
    
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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.