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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
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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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.