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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.

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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.

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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.

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Charpentier Wealth Strategies