Individual Wealth Management ServicesExperienced individual wealth management services from an independent fiduciary working in your best interest.
Why consider working with CCM?
An Independent Fiduciary
Clients can be confident that our recommendations are being made based on merit and the ability to meet their objectives.
Dedicated to Providing Highly Customized, Exceptional Client Service
Our support staff is made up of long-term employees that have the knowledge and experience to make certain your needs are handled efficiently.
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
Holistic Wealth Managers
CCM is comprised of advisors that hold some of the most respected credentials and designations in the industry. Learn more about our team.
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Charter Capital Management
13805 West Burleigh Road, Suite 100
Brookfield, WI 53005
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.