5001 California Ave., Suite 125
Bakersfield, CA 93309
661.322.5204

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Individual Planning

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:

  • Retirement Planning
  • College Funding Strategies
  • Wealth Protection Planning
  • Investment Planning
  • Estate Planning
  • Tax Strategies
  • Maximizing Employee Benefits

 


We offer financial planning for oil company executives and employees.
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