Members

brentplunkettBrent Plunkett is the CEO of Charter Wealth Management and holds the Accredited Investment Fiduciary (“AIF®”) designation from The Center for Fiduciary Studies.

Brent focuses on working with families and corporate retirement plans. His emphasis is on developing quantitative models through independent research to help clients remove the emotions of investing and implement proven investment strategies.

Brent is a graduate of North Carolina State University and is very active in the community. Brent serves on the boards of many organizations, including the advisory board for the NC Center for Financial Literacy.

justin_taylorJustin Taylor is the President of Charter Wealth Management and holds the Certified Financial Planners (CFP®) designation.

Justin brings a depth of knowledge from a career that spans over 15 years within the financial services space. He works closely with families and
foundation board members developing comprehensive asset management strategies.

Justin’s specialties include fixed income ladder creation for both taxable and tax-free income needs, cash flow analysis, structured product and option strategies, customized modeling for overall portfolio construction, as well as tax minimization planning.

He graduated magna cum laude with a Bachelor’s of Science in Finance from The Fogelman College of Business & Economics at the University of Memphis. Mr. Taylor is a married father of two, has served in the US Army Reserves, and enjoys coaching youth sports.