Consolidated Capital Company

Charter Capital Management, located in Brookfield, WI, is an independent investment management firm with over 45 years of experience. They are committed to providing personalized wealth management solutions that are in the best interest of their clients, as they have no ties to other companies or investment products. As a fiduciary, Charter Capital Management has a legal obligation to always prioritize their clients' best interests. Their fee-only structure ensures that their fees are solely based on the value of the managed assets, aligning their interests with those of their clients. With a team approach to client services, they offer continuity and expertise in portfolio management, tax planning, and financial planning.Generated from the website

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Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.