About Us
Charter Wealth Management was founded with a singular commitment: providing objective, conflict-free financial advice and institutional-grade investment management.
Our Mission & Approach
Charter Wealth Management is located in Raleigh, North Carolina, but serves high-net-worth families, foundations, and corporate retirement plan sponsors across the nation. Our mission is to empower clients with the resources, quantitative modeling, and objective guidance they need to make confident financial decisions.
As an independent, fee-only SEC-registered investment adviser, we accept full fiduciary responsibility. Unlike traditional brokerage firms, we sell no proprietary investment products, accept no commissions, and receive no hidden fee revenue sharing.
The Fiduciary Difference
Investors are best served by financial advisors whose interests are completely aligned with theirs. Our fee-only model guarantees:
- 100% Conflict-Free Advice: Free from pressure to recommend proprietary funds or products.
- Transparent Fee Schedule: Simple, clear reporting of holdings, transactions, performance, and fees.
- Independent Research & Modeling: Tailored asset allocation powered by quantitative market analysis.
Leadership Team
Our leadership brings decades of high-level financial services experience and specialized credentials including the Accredited Investment Fiduciary (AIF®), Certified Financial Planner (CFP®), and Chartered Retirement Planning Counselor (CRPC®) designations.
Charter Wealth Management
8601 Six Forks Road, Suite 400
Raleigh, NC 27615
Phone: 919-729-2100
Email: brent@charterwm.com
Primary Custodian
Charles Schwab & Co., Inc. acts as the primary qualified custodian for client accounts, giving you peace of mind with institutional asset protection, SIPC coverage, and 24/7 online portal access.
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