Charter Wealth Management, LLC

More Info

We listen to you and your family’s needs, we analyze, we implement, we monitor… We help give you financial freedom.

General Info

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.

Extra Phones

Mon to Fri 9am to 5pm: (281) 890-1120

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’s Stock Planning College Funding Strategies Annuities Insurance: Long Term Care, Disability, Life. Retirement Plan Services (Comply with ERISA Section 404(c) We also offer Tax Services: Individual Tax Preparation and Planning Federal and State Income Tax Preparation for Businesses and Non-Profit Organizations

Location

We are located in the office building Behind Perry's Steak House on Cypresswood and Cutten Rd.

Associations

Daniel Offutt holds a Certified Financial Planner (CFP) designation and is a Member of the Financial Planning Association.

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Tax Return Preparation, Tax Return Preparation-Business

Reviews

Details

Phone: (281) 890-1000

Address: 9720 Cypresswood Dr Ste 150, Houston, TX 77070