HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM Nurturing You & Your Wealth Today, Tomorrow & Through Retirement COME EXPERIENCE THE DIFFERENCE LOCAL MAKES PORTSMOUTH, NH | KENNEBUNK, ME | PORTLAND, ME (800) 646-5720 COVID-19 UPDATE Who we are and how we help We help clients make smart decisions with their money, through detailed planning, investing, and guidance. We are fiduciaries. You have spent years saving, strategizing and building your family’s wealth. That’s why we view your financial position as a living, growing piece of who you are. We want to make sure your wealth remains protected, nurtured, and carefully monitored - that is what we do. SEE OUR PEOPLE CHARTER OAK CAPITAL MANAGEMENT IS IndependentFiduciaryFee-Only We are a wealth management firm dedicated to bringing independent advice to New England’s top earners. CALL US AT (800) 646-5720 CLICK HERE AND WE WILL CONTACT YOU NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten