Overview
Headquarters
Kennebunk, ME
Category
Financial Services
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com. Charter Oak Capital Management, LLC provides wealth management services. The Company offers investment advisory, retirement planning, investment management and portfolio construction services to individuals and institutional investors. Charter Oak Capital Management serves customers in the United States. Charter Oak Capital Management, LLC is located in Portland, ME, United States and is part of the Financial Planners & Investment Advisers Industry. Charter Oak Capital Management, LLC has 20 total employees across all of its locations and generates $2.77 million in sales (USD). There are 2 companies in the Charter Oak Capital Management, LLC corporate family. Charter Oak Capital Management, LLC is located in Portland, ME, United States and is part of the Financial Planners & Investment Advisers Industry. Charter Oak Capital Management, LLC has 20 total employees across all of its locations and generates $2.77 million in sales (USD). (Employees and Sales figures are modelled). There are 2 companies in the Charter Oak Capital Management, LLC corporate family.
