Charles Sawyer

CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Some Things I Believe

  • Money is an excellent servant, but a terrible master.
  • It’s true that money can’t buy you happiness, but lack of it can lead to a lot of unhappiness.
  • If your finances are in bad shape, other parts of your life will likely suffer as well.
  • Spending money on life experiences tends to be more fulfilling than spending money on things.
  • Your money can be invested in a way that makes it grow AND that makes a difference in the world. More on that in a minute!

Service to others has been at the heart of every type of work I’ve ever done. Making the world a better place through my work is my purpose in life. If you would like to have a different kind of experience in working with a financial advisor, get in touch with me. Let’s have a conversation about you and your life and how I can be of service to you.

Investing and Values

Can My Money Make a Difference in the World?

Have you ever felt conflicted about investing your money into companies whose business practices seem to be out of alignment with your personal values? Would you like to invest in a way that balances people, planet and financial performance? If you answered “yes” to these questions, then Sustainable Responsible Investing (SRI) may be for you.

SRI is one of the fastest growing investment strategies in finance today with $12.0 trillion – one in every four dollars under professional management in the United States - managed with sustainable investing strategies.

If you want to invest your money in away that reflects your values, let’s talk.

1Source: US SIF Foundation’s 2018 Global Sustainable Investment Review

Socially or sustainably responsible investments focus on green solution companies which present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors. Investment securities, including mutual funds, are subject to market risks, including the potential loss of principal invested.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)