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Our Process

At Charney Investment Group, we have a clear process for managing our clients’ financial strategy. We call it LEAP. LEAPing begins as a discovery process by which we get to know your unique goals, financial and otherwise. We recognize that ours is an ever-changing industry, and we continually adopt innovative practices. Ultimately, the goal is to determine what sets you apart and to tailor your financial plan accordingly.

We begin by taking time to get to know you, your goals, your values, your relationships, and your personal history in order to understand every aspect of your finances. Together, we identify and prioritize realistic goals and assess the level of investment risk with which you are comfortable. We then develop a strategy that strikes an optimal balance between where you are today and where you want to be tomorrow. We check in with you on a regular basis to adapt your plan to your evolving needs.

We put our clients at the center of everything we do. We believe that financial independence paves the way for you to focus on what’s really important to you. Charney Investment Group offers a full-scope of wealth management services to help you reach your financial goals. Your needs and priorities are unique which is why we believe your financial plan should be too. We don’t rely upon a one-size-fits-all solution, but rather we carefully select the right combination of services and strategies to deliver ideal outcomes.

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