Each step you take along your financial path impacts the ultimate success of your journey. The financial planning we do together guides our recommendations and your decisions. Successful financial planning and investment management requires more than a slick app or automated investment plan. In the age of automation and do-it-yourself, our clients benefit from a personal relationship with an individual advisor.
Our job is to provide confidence and clarity in a world of complexity and noise. Your best financial decisions are made when the whole financial picture is considered and carefully framed. The cSquared Wealth Team multiplies the power of diverse and complementary backgrounds to focus on your goals.
Our job is to provide confidence and clarity in a world of complexity and noise. Your best financial decisions are made when the whole financial picture is considered and carefully framed. The cSquared Wealth Team multiplies the power of diverse and complementary backgrounds to focus on your goals.
Services
We provide financial planning and investment management services to individuals and families across the U.S. Our singular goal is to offer you confidence in a clear path forward, so you are free to pursue life's passions. While our team members have extensive individual backgrounds in financial services, cSquared Wealth took root in 2014 when Charles Bingham and Cathy Chadwick began working together.
We are a team built to serve. We have extensive experience in financial services, across the banking, investments and insurance sectors of our industry. While experience is a strength, we don't rest on past accomplishments. Our clients rely on us to make their financial lives easier to navigate, and we work hard to ensure that it is.
The best financial decisions are made when the whole picture is being considered. We believe our clients are best served by a comprehensive relationship which addresses all financial matters. Our job is to seamlessly address all of the unique financial needs of each wealth management client, from investment management to financial planning.
The first goal of financial planning is to shed light on the path forward, first by carefully framing your financial situation today. Each step you take on the path forward will impact the success of your journey. The financial planning process shown below guides our recommendations - and your decisions.
It should go without saying, but we want to emphasize: to serve clients in wealth management, we must earn your trust. We can earn your trust only by being honest. From how we are compensated to the state of our investment recommendations we strive to be transparent at all times. We've all had to wait on eternal hold just to make a simple change with a service provider.
Reviews
Be the first to review cSquared Wealth.
Write a Review
