Team profile

Our approach

Our team strives to provide an elevated experience to individuals, families, and businesses both locally and around the country. Our mission is to work hard to earn our clients’ trust by leveraging our experience and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

· Collaborative Approach

· Personalized Advice

· Lasting Relationships

Together, we can help you meet your financial future with more confidence.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies

Awards & recognition

  • Charla K McIntyre Fields, Barron's Hall of Fame Advisor, 2022
  • Charla K McIntyre Fields, Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Charla K McIntyre Fields, AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Charla K McIntyre Fields, Ameriprise Chairman's Advisory Council, 2002-2021
  • Charla K McIntyre Fields, Ameriprise Chairman's Award, 2002-2021
  • Charla K McIntyre Fields, Ameriprise Circle of Success, 2010-2021
  • Charla K McIntyre Fields, Barron’s Top 100 Women Financial Advisors, 2013-2022
  • Charla K McIntyre Fields, Financial Times 400 Top Financial Advisers, 2018-2020
  • Charla K McIntyre Fields, Five Star Wealth Manager, 2012-2016, 2018-2022
  • Robert Thomas O'Brien, Five Star Wealth Manager , 2021-2022

Community participation

Marine Toys for Tots Foundation

Mobile Food Pantry for Mission Central Metroplex in Hurst, TX

Honored to be recognized in Barron’s

The Fields Wealth Management team would like to congratulate Charla McIntyre Fields on being named a 2022 Barron’s Hall of Fame Advisor. This award recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.