Advisory Services

Individual Wealth Management Advisory Services from Charter Capital Management

As an independent, fee-only registered investment advisor, Charter Capital Management, Inc. provides wealth management services to individuals, families and trusts. Our services combine comprehensive financial planning and discretionary investment management with the objective of achieving our clients’ financial goals. Our team of advisors will manage the complex interaction of taxes, investment returns and risks, savings strategies, income requirements and estate planning to manage your wealth effectively and efficiently.

Financial Planning

Financial Planning is the first step in the wealth management process. At this stage we collect all of the client’s relevant financial information and gain an understanding of their financial goals and objectives. Whether that goal is saving for college, buying a second home or planning for retirement we develop a game-plan that will incorporate the many facets of their financial life to be certain all factors are being considered when making decisions.

Some facets that CCM will cover in its Financial Planning process include:

Tax Planning
Retirement Savings Planning – Retirement Income Planning – Budgeting
Social Security Claiming Strategies
Debt Management
Estate Planning
Assessment of Employer Benefit Offerings

If the need arises, we will refer you to outside professionals such as accountants, attorneys or insurance agents, or we will work with professionals with whom you have existing relationships. CCM does not receive compensation from the professionals it recommends.

Investment Management

As part of the Financial Planning process, the client’s objectives are determined. In the Investment Management process, an appropriate investment strategy is developed to meet those objectives. CCM will use discretionary authority to structure a portfolio and provide on-going management to fulfill the client’s objectives while allowing for individual risk constraints. We construct an appropriate portfolio through the use of various investment mediums including individual stocks, bonds, exchange traded funds and low cost, no-load mutual funds. Utilizing our measured approach, we are able to tailor a portfolio to meet the specific objectives of each client.

Compensation

CCM is compensated in the form of an annual advisory fee which is based on a percentage of assets that we manage. This advisory fee covers all Wealth Management Services – both Financial Planning and Investment Management. CCM does not receive any additional compensation or commissions that may prevent us from providing advice that is in your best interest.

Advisory Request Form

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 Corporate Retirement website. Charter also offers Individual Wealth Management services. For more information, visit our Individual Wealth Management site.