Organization: Charted Wealth
Industry: Social Services

Charted Wealth operates within the social services sector by offering specialized financial planning and guidance designed to improve overall well-being and long-term financial stability for clients and communities. Their mission extends beyond traditional financial advising to include supporting individuals and families in making informed financial decisions that align with their life goals and personal values. With a client-centric approach, Charted Wealth emphasizes education, accessibility, and transparency—critical elements for supporting underserved populations and empowering individuals in socially and economically diverse communities.

They often work with individuals navigating significant life transitions, such as retirement, loss, or career changes, providing holistic support that goes beyond numbers. Their services are customized to support clients with a broad range of financial literacies, reflecting a cultural sensitivity and commitment to serving diverse populations. Through community partnerships and educational outreach, Charted Wealth brings its expertise to local groups, schools, and nonprofits, supporting financial literacy and fostering sustainable economic empowerment.

Key Services:

– Personalized financial planning and budgeting assistance
– Retirement and long-term income planning
– Education funding strategies
– Financial literacy programs and workshops
– Support for financial decision-making during life transitions
– Community-based financial education and outreach initiatives
– Culturally sensitive advisory for diverse populations
– Mission-focused financial consulting for nonprofit organizations