3401 North Front Street
Charney Investment Group is a boutique-style wealth management firm and top producing advisor group within Prospera Financial Services, who was named Broker-Dealer of the Year seven times by Investment Advisor Magazine.*
A WealthManagement.com award winner for transition support, Prospera has developed a unique protocol and turnkey solution for helping advisors transition their practice in a seamless manner.
At Charney Investment Group, we strive to provide the best client experience possible, while preserving your independence as an advisor. We offer a supportive team environment where we help you maintain your focus on your clients’ needs, share best practices, and collaborate to stand out as a top-tier investment group.
Both Prospera and Charney Investment Group believe in big success, which is possible through a partnership where we as the advisors are given the freedom to lead the charge and are provided with gold-standard service personalized to our business, letting us truly customize the tools and support we offer our clients.
*Investment Advisor Magazine, 2019, 2018, 2015, 2014, 2012, 2010, 2009, Division I. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year.
As a solo practitioner, there are only so many hours in the day to do what all that needs to be done. At CIG, we’ll help you do more of what you want and less of what you don’t.
Your team has grown in size but so has the needs of your infrastructure. We can help.
You spent years building your business but now you want to enjoy the good life but aren’t sure how to make the transition. Let us show you how.
Your clients’ needs are diverse. Your ability to service their needs should be as well. Whether it is access to a broader spectrum of investment solutions, custom marketing collateral or reliable back office support, provides you the ability to run your business, your way. Our team of in-house marketing, business development and administrative support will allow you to spend more time doing business building activities you would prefer to do, and less time mired in administrative tasks.
New Business Processing
Succession and Contingency Planning
Virtual Administrative Support