Charter Wealth Management is an independent, fee-only financial advisory firm based in Raleigh, North Carolina, serving high-net-worth families, corporate retirement plans, and institutional clients such as endowments and foundations. The firm operates under a fiduciary standard, prioritizing clients’ best interests with transparent fees and conflict-free advice. Their comprehensive services encompass private wealth management, corporate retirement plan design, and institutional consulting, leveraging independent research and world-class investment solutions. Charter Wealth Management partners with Charles Schwab as its primary custodian, ensuring access to a broad array of investment options and services. The firm is led by CEO Brent Plunkett, who holds the Accredited Investment Fiduciary (AIF®) designation, and President Justin Taylor, a Certified Financial Planner (CFP®).