My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving Strategies
  • Cash Flow Management Strategies

Education

  • Bentley University, B.S. Marketing 1989

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Continued industry and community participation is important to me. Membership in organizations and groups currently and in the past include:

--The New Hampshire Estate Planning Council

--Meredith Rotary Club

--New Hampshire Recreational Boaters’ Association

--Belkap Snowmobiling Association

Previous Community Commitments

--Committee and Board of Directors for the Greater Meredith Program

--Board of Directors for the Belknap Independent Business Alliance (BIBA)

Interests

In his spare time, Chuck is active in many outdoor activities and particularly enjoys boating, cycling, snowmobiling and playing tennis.

His passion towards fitness and well being has led Chuck to participate in a number of triathlons, including but not exclusive to the Timberman Triathlon.

Over the last four years, his outdoor interests have been replaced with other interests as he and his wife, Carole welcomed twin girls, Alexia and Bianca into their family. Chuck, Carole and their sons, Michael and Rocco keep very active with these two little family additions.

My photos

4 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.