We strive to deliver a superior, professional, personalized experience with an empowered integrated team of professionals that create a culture of trust, value and accountability.
Our clients feel like part of a family
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality.
Each client works with a seasoned financial advisor who is supported by their own team of dedicated administrative professionals. This team approach helps provide a personalized client experience and strengthen long-term client relationships.
Charter Oak Capital Management believes our assets are our people and reputation. The caliber of its entire staff is the foundation for a personalized and professional client experience. By creating a positive working environment, we are attracting professionals who believe if we serve our clients well, our own success will follow.