Charter Wealth Management, LLCis a comprehensive wealth management firm based in Houston, Texas. We assist clients throughout the U.S. who want thoughtful advice delivered with intelligence, integrity, objectivity and expertise. The firm was formed in Houston, Texas in 2007, under the direction of Daniel S. Offutt, MBA, CFP®. Daniel has been helping clients with tax and financial matters for over 29 years. Daniel S. Offutt is affiliated with Genworth Financial Securities Corporation as a registered representative and with Genworth Financial Advisers Corporation as an Investment Adviser Representative.
Services/Products
Our highest priority is to create client centered investment strategies by implementing the most relevant financial services. These strategies may include the following Portfolio Analysis and Design Asset Allocation Design Investment Management Stock Option Planning Estate Planning Retirement Planning Retirement Income IRA Pension Distribution Planning Net Unrealized Appreciation in Employer&rsquos Stock Planning College Funding Strategies Annuities Insurance Long Term Care, Disability, Life. Retirement Plan (Comply with ERISA Section 404(c) We also offer Tax Individual Tax Preparation and Planning Federal and State Income Tax Preparation for Businesses and Non-Profit Organizations,Our highest priority is to create client centered investment strategies by implementing the most relevant financial services. These strategies may include the following Portfolio Analysis and Design Asset Allocation Design Investment Management Stock Option Planning Estate Planning Retirement Planning Retirement Income IRA Pension Distribution Planning Net Unrealized Appreciation in Employer&rsquos Stock Planning College Funding Strategies Annuities Insurance Long Term Care, Disability, Life. Retirement Plan (Comply with ERISA Section 404(c) We also offer Tax Individual Tax Preparation and Planning Federal and State Income Tax Preparation for Businesses and Non-Profit Organizations