Who We Are
At Charterpoint Wealth Strategies, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals.
Managing Partner of Charterpoint Wealth Strategies Richard Marooney
We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.