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We are fee-based comprehensive financial planners.

Nearing Retirement?
A comfortable, secure and meaningful retirement is almost everyone’s goal. Your Charpentier Wealth Strategies financial advisor can help you plan for an income stream that covers both your essential and lifestyle expenses.
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Topics of Interest

What Makes Us Different?
We create an environment where our clients feel safe to talk… and we listen. Quality conversation—where we prioritize and decide on a place to start—builds trust and confidence. We don’t micromanage, rather, we simplify information to make it understandable.

What is Financial Planning?
Financial Planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. In many ways, this is a process driven by your life.

What is Investment Management?
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.

Charpentier Wealth Strategies