Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances

Awards & recognition

  • CJ Charlebois, AdvisorHub Women Advisors to Watch, 2022-2023
  • CJ Charlebois, Ameriprise Circle of Success, 2006-2023
  • CJ Charlebois, Barron’s Top 1,200 Financial Advisors, 2019-2023
  • Guided Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CJ Charlebois, Forbes Best-in-State Wealth Advisors, 2018-2023
  • CJ Charlebois, Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • CJ Charlebois, Working Mother Top Wealth Advisor Moms, 2018-2021

Honored to be recognized in Forbes

All of us at Guided Wealth Advisors are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams 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.