About Us

Charter Wealth Management is located in Raleigh, North Carolina and serves clients across the nation. Our mission is to provide clients with objective independent advice and a roadmap for success. We empower clients with the knowledge they need to make the right financial decisions.

Our expertise is developing a comprehensive wealth plan for high net-worth families and institutional consulting for endowments, foundations, and corporate retirement plans.

By offering fee only investment advice we serve as a fiduciary, which means we are 100% focused on doing what is right for you the client.  We will always put your interest above our own.  Investors are best served by advisors who are motivated to focus exclusively on their best interest.  We accomplish this through:

  • World class investment solutions
  • Independent research
  • Conflict free advice
  • Transparent fee disclosure

As an independent advisory firm, we have access to a broader array of investment options, products, solutions, and services than traditional brokerage firms. TD Ameritrade Institutional acts as our primary custodian for our clients’ assets and offers a comprehensive platform of investment services and products.