Charter Trust Company - Creating and Managing Your Wealth

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Each of our clients is unique. Each has individual financial goals based on their specific life situation. And each deserves a unique wealth management program individually designed to further their financial success. We are experts at building such programs, thoughtfully and one at a time.

Our wealth management programs are founded in discipline, extensive research and a depth of knowledge gained through years of experience. Depending on where you are at any given time along the wealth management continuum, the solutions we design for you will draw from each of our broad areas of wealth management expertise –

These are the activities at which we excel.
These are our
Pillars of Excellence.

Investment Management
Asset Allocation and Strategy
Financial Planning
Estate Planning
Tax Planning
Retirement Planning
Business Planning
Risk Management

Trust Services
Corporate Trustee Services
Risk Assessment & Management
Legal Services

Reporting
Bill Paying
Tax Preparation
Personal Accounting
Insurance Administration
Concierge Services

Executor Services
Philanthropy
Estate Settlement
Business Succession Planning
Agency/Agent of Executor Services
Private Foundation Services