Charpentier Wealth Strategies offers comprehensive financial planning and investment management to individuals, families and businesses. We believe that your individual plans and goals should be the primary drivers of the financial planning process. Because each client is unique, so is each Financial Plan.
Our team incorporates all financial aspects of your life, and will assist you in developing a customized roadmap detailing each step on the path to your desired financial future.
At Charpentier Wealth Strategies, we take a holistic approach by taking a proactive and comprehensive view to planning. We aim to uncover gaps in your financial picture so we can take preventive measures along with uncovering financial planning opportunities.
The only way to discern such gaps and find financial planning opportunities is to look at a your entire financial picture all at once. Thus, we focus on several different areas of planning, which include:
College Funding Strategies
Wealth Protection Planning
Maximizing Employee Benefits
We offer financial planning for oil company executives and employees. Learn more
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Ohio and Wisconsin
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.