CHARTER OAK CAPITAL MANAGEMENT

You may be searching for an investment manager, but if you're looking to find financial peace of mind for today, tomorrow, and through retirement, you need much more than that. Our value comes from being more than experienced money managers - we are our clients' biggest financial advocate, educator, goal seeker and financial life coordinator... We help clients make smart decisions with their money, through detailed planning, investing, and guidance. We are fiduciaries... You have spent years saving, strategizing and building your family's wealth. That's why we view your financial position as a living, growing piece of who you are. We want to make sure your wealth remains protected, nurtured, and carefully monitored - that is what we do.

Also known as: Charter Oak Capital Management, LLC

Primary location: Kennebunk United States