Charterpoint Wealth Strategies

Our Firm

Charterpoint Wealth Strategies, a full-service financial services organization, has built a reputation of helping clients create, preserve and distribute wealth for their families. We offer a broad range of financial services and are able to support our advisors and their clients with advanced technology and in-house specialists who focus on Financial Planning, Investments, Products, Retirement Plan Services, and Retirement Plan Distributions

Our firm  builds relationships with people like you to help them lead happier, healthier, and more productive lives.  Our success is based on our long history of social responsibility, strong leadership, sound investments, and innovative products and services

Charterpoint Wealth Strategies provides financial services to individuals, families and businesses. Our financial services representatives helps clients organize all aspects of their finances by identifying their financial goals, providing them with a  financial strategy, and giving them the opportunity to implement their strategy in accordance with their goals and our recommendations. Our work supplements and coordinates the services that our clients' other advisors—CPA, attorney and others—provide. The degree of detail and sophistication of the financial services provided varies according to the individual client's circumstances.

Our dedicated Financial Services Professionals can help you:

Understand which tax strategies may work for you 
Through careful planning and investing, you can maximize tax-advantaged opportunities while reducing your state and federal income tax.

Maximize your retirement savings 
An employer-sponsored retirement plan is a start, but experts agree that how much you save, and when you start, will determine the type of retirement you can enjoy.

Establish an estate plan 
Creating an estate plan can assure that your assets will be transferred to your beneficiaries as efficiently as possible while minimizing tax consequences.

Make employee benefits work for you 
Employer-sponsored life, disability, health and retirement benefit plans are a cost-effective way to ensure your financial security is on the right track.

Protect yourself and your dependents 
Consider purchasing individual life insurance policies for yourself and your partner to help replace the lost income used to pay your mortgage and day-to-day expenses in the event of death. Also consider disability insurance to help replace a portion of your income if you become disabled and are unable to work.

Be smart about education needs 
There are investment vehicles specifically designed for funding a child's or grandchild's education that can provide attractive savings options with no income restrictions on contributors.

 

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.

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