Enriching Lives through Smarter Investing
Welcome to Charter Wealth Management. Headquartered in Raleigh, North Carolina and serving clients nationwide with objective, conflict-free advice and a clear roadmap for financial success.
Welcome to Charter Wealth Management
Charter Wealth Management is located in Raleigh, North Carolina, but 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 interests above our own. Investors are best served by advisors who are motivated to focus exclusively on their best interest.
World Class Solutions
Tailored investment solutions designed for institutional rigor and individual security.
Independent Research
Proprietary quantitative modeling and unbiased analysis without proprietary product bias.
Conflict Free Advice
No commissions, no revenue sharing, and zero incentive to push proprietary products.
Transparent Fee Disclosure
Complete fee clarity so you know exactly what you pay for advisory and administrative services.
Primary Custodian
As an independent advisory firm, Charles Schwab serves as our primary custodian for client assets, providing safety, scale, and world-class institutional execution.
Who We Serve
Customized fiduciary guidance tailored to your specific organizational and personal goals.
Private Wealth Management
Comprehensive asset management and estate planning designed for high net-worth individuals and families seeking conflict-free advice and tax minimization.
Learn MoreCorporate Retirement Plans
Expert 401(k) plan design, participant education, and ERISA 3(21)/3(38) fiduciary governance to reduce plan sponsor liability and optimize participant outcomes.
Learn MoreEndowments & Foundations
Consultative portfolio oversight for non-profits and institutions balancing current liquidity needs with long-term capital preservation and growth.
Learn MoreReady to schedule a fiduciary review?
Contact our team in Raleigh, NC for a complimentary consultation or request a free 401(k) fee study.