Chartis Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Brian Dobbins

Brian Dobbins

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Dobbins's website
Alexander T Schneebacher

Alexander T Schneebacher

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alexander T Schneebacher's website
Christopher Dobbins

Christopher Dobbins

Financial Advisor

Visit Christopher Dobbins's website
Mary Beth Baron

Mary Beth Baron

ChFC®

Financial Advisor

Visit Mary Beth Baron's website