About Us

Since 2002, Charter Oak Capital Management has been providing client-focused wealth management strategies to everyday people. Our firm was spearheaded by a small group of experienced financial advisors who set out to build a wealth management firm unlike any other. Charter Oak Capital Management’s main goal has always been to provide objective advice and independent management solutions that are tailored to the unique needs of each client by putting clients first.

Our experienced advisors specialize in providing value and advice to clients going through major life transitions. At Charter Oak Capital Management we abide by the fiduciary standard by not only putting our client’s interests first, but taking caring of them like family.

We stand out from our competitors through our unique process and philosophy. We believe in full transparency. At Charter Oak Capital Management we have put tremendous thought into each of our processes—from the moment a client calls, to ongoing wealth management support, every client receives a personalized plan for their goals and investments.

The Charter Oak Capital Management team truly believes that the cornerstone of all relationships is trust. We earn our client’s trust by investing time with them on an ongoing basis so that together we can create smart strategies that make sense for the long-term.

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