Chartered delivers professional wealth management services tailored to your specific needs. We take the time to get to know you so we can develop strategies that fit your unique financial situation and future goals. Our Team Approach gives you access to a dedicated group of advisors and administrative support staff while Our 3-Step Process offers you a clear path to personalized wealth management.
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One important thing that distinguishes Chartered from other firms is our team approach to wealth management. Many financial advisors and wealth managers steer their clients into a relationship with only one financial professional. Though this may seem like a good thing, it's actually quite risky. A lone advisor's sudden career change, retirement, illness, or even death could instantly put you as a client in a precarious situation.
Chartered is an independent registered investment advisory firm. That means we are not affiliated with or controlled by any outside firm or organization. All the advice we give you comes straight from us, not from the directives of a parent company. Why does this matter? Because we're an independent firm, you don't have to wonder if there's some larger corporation behind us setting sales quotas or pushing products.
Using proprietary tools and methods, we engage you in structured conversations to learn about your finances and priorities, your goals and dreams for the future. Understanding you goes beyond merely having you fill out a so-called fact finder or data form. Though gathering facts is an important part of Discovery, we feel it's just the beginning.
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