Chartis Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Chartis Wealth Management
Team photo for Chartis Wealth Management

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Advisors

Advisor photo for Brian Dobbins

Brian Dobbins

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Brian Dobbins's website
Advisor photo for Alexander T Schneebacher

Alexander T Schneebacher

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Alexander T Schneebacher's website
Advisor photo for Christopher Dobbins

Christopher Dobbins

Financial Advisor

Visit Christopher Dobbins's website
Advisor photo for Mary Beth Baron

Mary Beth Baron

ChFC®

Financial Advisor

Visit Mary Beth Baron's website