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Our Clients

How We Work

Charney Investment Group thanks you for being a part of our practice, and more importantly, a part of our lives. After years of serving our clients, we have gained a lot of insight into how we can most effectively work with our clients to help them achieve their financial goals.

Perhaps our most important revelation over the years and through our experience is that we cannot be all things to all people and deliver the level of service and commitment that individuals like you, our Ideal Clients, deserve. In addition to having developed and refined our proprietary process, The Bridge Formula, we have become aware of the clients we are most suited to partner with and serve. As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not only defined by money or investments, but also attitudinal qualities of people most like ourselves.

  • Value relationships based upon mutual trust in and service to one another
  • Have confidence in delegating all their wealth management needs to our team
  • Are friendly, respectful, nice people who appreciate our staff and our expertise
  • Are advocates of our practice
  • Make quality introductions
  • Are positive and realistic
  • Are engaged in our relationship (attend events, return phone calls, take time to meet, etc.)
  • Are active in the process (they challenge, ask questions, provide information, etc.)
Our Commitment to You

Our Commitment to You

You are much more than numbers on a paper or an account in a portfolio. You are a person who works hard and deserves to enjoy the fruits of your labor with a smart and sound financial plan.

Our promise is this – To serve as your partner, your sounding board and your reaffirming voice that your finances are working for you. We are committed to designing and executing a unified and integrated wealth management plan that puts you in the best possible position to meet your financial goals. We remain easily accessible to help you work through whatever peaks and valleys life has in store. At a minimum, your plan will be reviewed each and every year to keep up with changes in the market, and in your life.

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