Charter Wealth Management, LLC is unlike the widely advertised, traditional financial firm that reserves only limited time in a busy schedule for the individual or small businessperson. At Charter we begin with a conversation. That conversation begins a process and a relationship built on personal contact and trust.
For you, Charter will be a pleasant alternative - delivering intelligence and imagination to your wealth management process. We have designed this site for you. Please use it as a complete financial and investment resource. As an investor, It is important for you to empower yourself with knowledge.
For you, Charter will be a pleasant alternative - delivering intelligence and imagination to your wealth management process. We have designed this site for you. Please use it as a complete financial and investment resource. As an investor, It is important for you to empower yourself with knowledge.
Services
Daniel is deeply committed to helping individuals and families create financial security. Daniel has over 30 years of experience in financial services. He serves and works closely with individuals, families, private businesses, and other professionals. Daniel has an extensive background in tax matters and often works with clients to uncover problems such as navigating many complex IRA and retirement plan distribution strategies.
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.
4. Making tax advantages transfers of wealth at death to ensure that after you are gone that your wealth passes effectively and efficiently to, or for the benefit of, your chosen beneficiaries. Through these four disciplines we ensure our clients are on and stay on, a firm financial footing with their wealth and we are able to anticipate issues rather than just responding to them.
Charter Wealth Management, LLCis a comprehensive wealth management firm based in Houston, Texas. We assist clients throughout the U.S. who want thoughtful advice delivered with intelligence, integrity, objectivity and expertise. The firm was formed in Houston, Texas in 2007, under the direction of Daniel S. Offutt, MBA, CFP.
We provide tax and accounting services to individuals and small businesses on both a temporary and long-term basis. We seek to help you navigate through regulations, paperwork and planning so you achieve success. We will work with you to analyze your current situation and discover areas to increase profitability, improve cash flow and achieve long-term financial stability.
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