Charterpoint Wealth Strategies

Charterpoint Wealth Strategies

Charterpoint Wealth Strategies is backed by a team of experienced professionals in investments and insurance who bring different points of view to your financial plan. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.  You receive advice and guidance tailored to meet the needs of you, your family and your small business. 

Proudly serving over 83,000 clients in Minnesota, North Dakota, South Dakota, Wisconsin, Iowa, Illinois, as well as clients in other states across the United States, our experienced team of professionals serve as advocates for our clients, as well as those depending on them.

Rich Marooney, Managing Partner Charterpoint Wealth Strategies:

"From the untimely death of my son Ryan, I realized that I needed to be an advocate for financial responsibility.  I wanted to make an impact in people's lives.  We at Charterpoint Wealth Strategies make that happen."



To learn more about starting a career at Charterpoint Wealth Strategies, please visit

Connect with us:




  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →


  • Following the Federal Reserve

    The regulatory and supervisory responsibilities of the Federal Reserve, including emergency lending, stress tests, and capital controls.

More NewsLetters →

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,651.74 +0.58
Nasdaq Composite 6,936.58 +1.17

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Contact Information:

Charterpoint Wealth Strategies

301 Carlson Parkway, Suite 300
Minnetonka, MN 55305

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck