Our Seven Promises to You

Charter Oak Capital Management adheres to seven promises for every client relationship. What makes us different? It's all in the name. 

Collaboration: Our team will work with you to develop a deep understanding of your objectives and what they mean to you. We will work as a team to accomplish your financial goals.

Help: We will provide help and guidance for all of your important financial decisions. Our perspective and support will help you make intelligent financial decisions in pivotal moments where you may feel emotional or unsure.

Accountability: Our comprehensive approach to financial goal planning will encourage your accountability. Our advisors will help you stay on track, manage your priorities, and help you make progress at a comfortable speed.

Regulation: Our team of financial advisors will help regulate your financial path. We will help get your affairs in order – from overseeing creation of your estate plan to monitoring everyday spending habits. 

Take-Charge: We know that it’s hard to anticipate the future, but that doesn’t mean you can’t start planning now. We will work with you to anticipate life transitions and establish a plan for managing them.

Education: We will take the time to learn about your personal situation, research tailored solutions, and educate you on resources and options using understandable explanations.

Return on Life: Our collaborative efforts will help you live the fulfilling and meaningful life you deserve. Our guidance and counseling is meant to ensure that your financial success supports your overall life ambitions.

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