Client Centered
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results. Charney Investment Group does this with the highest levels of trust, integrity, and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
our process
At Charney Investment Group, we have a clear process for managing our clients’ financial strategy. We call it LEAP. LEAP 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.
Financial planning for women
Charney Investment Group recognizes that women face specific financial challenges and have unique financial goals.
Some of the particular life circumstances women face include the facts that: women live longer than men; women earn less than men; women are more conservative with their money; women tend to experience a decline in lifestyle post-divorce. Finally, and most crucially, women tend to defer their finances to a male partner, which may leave them vulnerable later in life.
Women must be attentive to their own financial plans. Our Financial Advisor, Sarah White, takes the lead on getting to know our female clients and discovering what matters to them. Sarah emphasizes pro-active financial planning and works with women to identify their objectives as they move through the world of work to retirement and beyond. If you're a woman who has neglected to develop your own financial plan, the time is now to develop a strategy for the future.
Independence with Support
Our clients’ needs are our top priority. We chose to become an independent firm in order to be able to offer a wider variety of investment options to best grow your assets. We partner with Prospera Financial Services, a new breed of independent broker dealer firm where the advisor leads the charge, individuals define their own brand of success, and the highest level of service comes standard. Founded in 1982 by financial advisors, Prospera’s growth has been fueled by partnering with some of the nation’s largest securities firms. Our relationship with Prospera means you’ll enjoy the best of two worlds—the hands-on expertise and attention of a boutique, service-driven culture and the resources of some of the largest broker dealers in the country.
Prospera has selected partnerships with Wells Fargo Clearing Services, and Pershing LLC – a NYSE member and subsidiary of The Bank of New York Mellon Corporation. Prospera’s resources and network, combined with their expertise and personal touch ensures you will receive the highest standard of service to help you reach your short-term and long-term financial goals.
Tools you can take anywhere
eMoney is tool that allows you to aggregate all of your financial information into one, streamlined platform that offers real-time interaction with your financial advisor. You will gain full control of your finances with the ability to follow trends and see where you stand in relation to your financial goals. eMoney is a secure financial planning tool and highly rated in the industry. Many financial advisors add this on as an additional cost to their clients, but Charney Investment Group offers it to clients at no cost.