Many people find that investing can be challenging and at times tedious. At Charpentier Wealth Strategies, we strive to make investing effortless and stress-free in a way that works for you.
Taking into account your life goals, time horizons, liquidity needs, risk tolerance and tax considerations; we can tailor an Investment Policy Statement to help you address your financial needs and the changing financial markets.
Through monthly portfolio appraisals, quarterly performance reports and informative personal letters discussing outlook and strategy, we keep you in the know about your investment portfolio and continually give you strategies for wealth building, income distribution and preservation.
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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.
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.