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Our Process

At Charney Investment Group, we have a clear process for managing our clients’ financial strategy. Our process helps address your financial needs at every phase of your life. While managing your investments is a central aspect of our work, our Bridge Formula covers over 85 different services including risk management, taxes, estate planning, cash flow, and philanthropy. We bring you peace of mind by covering all aspects of your financial life.

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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