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
- CFA® – Chartered Financial Analyst®
- CFP® – Certified Financial Planner™
- CPA – Certified Public Accountant
- JD – Juris Doctor, Attorney
- CRPS® – Chartered Retirement Plan Specialist™
- CRPC® – Chartered Retirement Planning Counselor™
Holistic Wealth Managers
Advisory ServicesWe offer a variety of individual wealth management services addressing all your financial planning needs.
Client ExperienceWith 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.
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
2525 North Mayfair Road, Suite 210
Wauwatosa, WI 53226