Individual Wealth Management Services

Experienced individual wealth management services from an independent fiduciary working in your best interest.

Why consider working with CCM?

We are:

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An Independent Fiduciary

We will always work in your best interest. Having no commitment to represent any one company, mutual fund group, or investment product, we are able to focus solely on meeting our clients’ long-term objectives.

Clients can be confident that our recommendations are being made based on merit and the ability to meet their objectives.

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Dedicated to Providing Highly Customized, Exceptional Client Service

We pride ourselves on providing exceptional client service that is customized to the needs of each client. Understanding no two clients’ financial situation is the same, we provide a very personal level of advisory services.

Our support staff is made up of long-term employees that have the knowledge and experience to make certain your needs are handled efficiently.

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Certified, Experienced Advisors

Individual advisors that bring over 25 years of experience providing securities research, portfolio management, tax preparation/planning and wealth management. CCM has advisors that hold some of the most respected credentials and designations in the industry:

CFA® – Chartered Financial Analyst®
CFP® – Certified Financial Planner™
CPA – Certified Public Accountant
JD – Juris Doctor, Attorney
EA- Enrolled Agent

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Holistic Wealth Managers

Wealth management is more than just managing a portfolio of investments. Although the management of your investment assets is important, our services do not end there. We provide the planning expertise to oversee your complete financial situation that will allow you to most effectively meet your financial goals.

Advisory Services

We offer a variety of individual wealth management services addressing all your financial planning needs.

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Client Experience

With the understanding that no two clients’ wealth management needs are the same, our decades of expertise has helped us develop a comprehensive client experience to address all of your individual concerns.

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CCM is comprised of advisors that hold some of the most respected credentials and designations in the industry. Learn more about our team.

Our Advisors

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Charter Capital Management

13805 West Burleigh Road, Suite 100
Brookfield, WI 53005

phone 414.257.3700
fax 414.257.0917

Thank you for visiting Charter Capital Management's Individual Wealth Management website. Charter also offers Corporate Retirement Services. For more information, visit our Corporate Retirement site.